Unclaimed Profile

Richard James Plawecki

REINHART PARTNERS, INC.·MEQUON, Wisconsin

Series 65Clean record16 years registeredREINHART PARTNERS, INC.

11090 N. WESTON DRIVE, MEQUON, WI 53092CRD# 2609216Firm CRD# 106432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard James Plawecki · MEQUON, WI

Registration

CRD #2609216 · REINHART PARTNERS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REINHART PARTNERS, INC.

REINHART PARTNERS, LLC

Oct 2022 – Dec 2023

MEQUON, WI

REINHART PARTNERS, INC.

Jul 2010 – Oct 2022

MEQUON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REINHART PARTNERS, LLC

CRD 106432 · SEC 801-40278

AUM

$1.8B

Regulatory assets under management

Employees

277 client accounts

Services offered by REINHART PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at REINHART PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard James Plawecki offer?

Richard James Plawecki specializes in Investment Management, Wealth Management.

What are Richard James Plawecki's credentials?

Richard James Plawecki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard James Plawecki located?

Richard James Plawecki is based in MEQUON, Wisconsin, last registered with REINHART PARTNERS, INC..

How does Richard James Plawecki charge for services?

Richard James Plawecki's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REINHART PARTNERS, INC.?

REINHART PARTNERS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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