Reinhold Wigand

Current Employers

Employment History

• 11/1997 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 05/2011 → 06/2020
  Bank Of America, N.A.
  Colorado Springs, CO
• 06/2020 → Present
  Sanctuary Securities, Inc.
  Colorado Springs, CO
• 06/2020 → Present
  Sanctuary Advisors, Llc
  Colorado Springs, CO

Previous Registrations

• 1998-03-03 → 2020-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

MEMBER OF WWWT CONSULTING, LLC, A SMALL ENTITY CONSISTING OF FAMILY MEMBERS (1) For profit or not for profit: Non-Profit Organization Name of outside business organization: Pikes Peak United Way Investment related: N Address of business: Colorado Springs, Colorado 80903 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2013 No of hours devoted: 5hrs/mo No of hours devoted during trading hours: 2 Duties: Pikes Peak United Way improves peoples' lives by creating positive impact on community conditions. (2) Trustee for five family trusts. Monument, CO Investment related. Time spent - 2 hrs/mo Start date - 7/13 (3) Board Position- Accounting & Finance Advisory Board; University of Colorado. Advise on Academic Curriculum. No investments. Date of affiliation - 2019 (4) Name: Family Cattle Farm. Position: Owner/Operator Nature: Small cattle operation. Don't anticipate that income will exceed 10-15K per year. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 4/28/2021 Address: 2 N Cascade Ave, Ste. 1490, Colorado Springs, CO 80903, United States Description: Responsible for the management, acquisition and care for the livestock 5) Name: OK Cattle Position: Owner/Operator Nature: My son Sam & his wife moved to a small farm & are looking to start a small cattle operation. Income for the operation will not exceed 10-15K per year & costs will be minimal. Looking to partner friend and client of ours, Kyle Sardi in this operation. Update: During 2022, Kyle lected to no longer participate, so ownership is 50% Sam and Sarah, 50% Jane and Reinhold. Additional Update: May be other agricultural activities that occur as part of the operation, ex: raising crops, beekeeping, & others. Jane and I will partner on this endeavor. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 04/28/2021 Address: 2 N. Cascade Ave, Ste. 1490, Colorado Springs, CO CO 80903, USA Description: Sam will be responsible for the management, acquisition & care for the livestock & other responsibilities related to general agricultural uses of the property. Jane & I will assist them with their responsibilities. 6) ARCHITECTURAL WOODWORK INSTITUTE POSITION: Member of Finance Committee NATURE: Trade association for architectural woodwork firms. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 2/15/2024 ADDRESS: 46179 Westlake Dr, Ste 120, Potomac Falls VA 20165, USA DESCRIPTION: Serve as a member of committee that oversees the finance function of the organization. I will not be holding or managing any of the organization's investments while serving. Part of the committee's responsibilities is to oversee the organization's investments. I will not have authority over any accounts (account access, authorization to initiate trades or other activity, disbursement authority, etc. 7) WIGAND INTEGRATED TAX AND ADVISORY POSITION: Chairman NATURE: Operating entity to provide tax, accounting, & other non-investment related advice and services ("non-investment related advice and services being defined as those that will not createthe requirement for registration as an RIA). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave, Colorado Springs, CO 80903, USA DESCRIPTION: High level oversight of the management & performance of the entity's operating activities. 8) INTEGRATED WEALTH HOLDINGS POSITION: Manager NATURE: Non-operating holding company to own Wigand Integrated Wealth, Wigand Integrated Tax and Advisory & possible other subsidiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave, Colorado Springs, CO 80903, USA DESCRIPTION: Administer & oversee typical holding company activities, primarily administrative. Company will not serve clients directly but rather own the subsidiaries that do.

Exams

• S66 Uniform Combined State Law Examination
  1998-01-13

Designations

Other Names

• Reini Wigand