Mary Ann Reinoehl

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/1977 → Present
  Mary A. Reinoehl & Co.
  Spring House, PA
• 10/1995 → Present
  Wealth Builder Advisor
  Spring House, PA
• 07/2013 → 11/2017
  National Planning Corporation
  Lakewood, CO
• 11/2017 → Present
  Lpl Financial Llc
  Ambler, PA

Previous Registrations

• 2013-07-29 → 2017-12-06
  National Planning Corporation
  Ambler, PA
  Glastonbury, CT
  Los Angeles, CA
• 2012-03-13 → 2013-08-14
  New Century Financial Group, Llc
  Spring House, PA
  Princeton, NJ
• 2000-04-12 → 2004-04-05
  New Century Financial Group, Llc
  Princeton, NJ

Other Businesses

1. 11/29/2017 - WM VENTURES LLC - Not Investment Related - 805 BETHLEHEM PIKE SPRING HOUSE, PA - Real Estate Rental - MEMBER - Start Date 08/16/04 - 2 Hours Per Month - ALL PHASES OF OPERATION FOR THE ONE RENTAL PROPERTY. 2. 11/29/2017 - Wealth Builder Advisor - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/8/1994 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 5/9/2021 - MARY A. REINOEHL & COMPANY - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - CPA/Enrolled Agent/OWNER - Started 11/29/2017 - 20 Hours Per Month/2 Hours During Securities Trading - ALL PHASES OF OPERATION TO OPERATE THE BUSINESS ACCOUNTING; BOOKKEEPING; TAXES; CONSULTING; BUSINESS PROMOTION; COACHING; MOTIVATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1990-02-12

Designations

• Certified Financial Planner