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Christian Charles Reimer

UPROMISE INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts
SIE, Series 7, Series 24, Series 51, Series 63, Series 99TOClean recordUPROMISE INVESTMENT ADVISORS, LLC
95 WELLS AVENUE, NEWTON, MA 02459CRD# 2677030Firm CRD# 120632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christian Charles Reimer · NEWTON, MA
Registration
CRD #2677030 · UPROMISE INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASCENSUS INVESTMENT ADVISORS, LLC
CRD 120632 · SEC 801-61492
AUM
$9.9B
Regulatory assets under management
Employees
47
10 client accounts
Services offered by ASCENSUS INVESTMENT ADVISORS, LLC
Per Form ADV
Pension consulting
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Christian Charles Reimer offer?
Christian Charles Reimer specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Christian Charles Reimer's credentials?
Christian Charles Reimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian Charles Reimer located?
Christian Charles Reimer is based in NEWTON, Massachusetts, working with UPROMISE INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Christian Charles Reimer charge for services?
Christian Charles Reimer's firm is compensated through percentage of aum, other: percentage of program management fee and percentage of aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UPROMISE INVESTMENT ADVISORS, LLC?
UPROMISE INVESTMENT ADVISORS, LLC has approximately 47 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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