James Douglas Reinhart

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/1997 → Present
  Yeo & Yeo Financial Services, Inc
  Shelby Township, MI
• 01/2016 → Present
  Reinhart Financial Services, Llc
  Shelby Township, MI

Other Businesses

1) YEO & YEO FINANCIAL SERVICES, INC; INV REL; SHELBY TOWNSHIP, MI; INVESTMENTS, DBA; REGISTERED REPRESENTATIVE; START DATE 8/15/1997; 75 HRS/MTH, 50 DURING SECURITIES TRADING HRS: 2) NAME OF OTHER BUSINESS:REINHART FINANCIAL SERVICES, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2016 ; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 15 ; APX NUMBER OF HOURS DURING TRADING HOURS: 15 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-03

Designations

• Personal Financial Specialist