Charles William Reimers

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2015 → 03/2018
  Scottrade, Inc.
  Newport News, VA
• 10/2018 → 08/2024
  Burrus Financial Services
  Salt Lake City, UT
• 03/2018 → 10/2018
  Unemployed
  Silverthorne, CO
• 11/2024 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 08/2024 → 11/2024
  Unemployed
  Salt Lake City, UT
• 11/2024 → 09/2025
  Avantax Investment Services
  Dubuque, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2018-11-05 → 2024-08-16
  Burrus
  Salt Lake City, UT
• 2017-06-29 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-06-29
• S63 Uniform Securities Agent State Law Examination
  2015-05-21

Other Names

• Charlie Reimers
• Charlie William Reimers