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Tracy Reinhold Olson

Financial Management Network Inc

Mission Viejo, CA

CRD 2270789

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Employer firm

Financial Management Network Inc CRD 110454

$2.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Financial Management Network Inc

26041 Acero, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-31
CA RA APPROVED 2007-12-07
  • TX RA
    APPROVED_RES
    Since 2024-07-31
  • CA RA
    APPROVED
    Since 2007-12-07

Branch Locations

26041 Acero, Mission Viejo, CA 92691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Management Network Laguna Hills CA 08/1990 Present
Fmn Capital Corporation Mission Viejo CA 11/2006 Present
  • 08/1990 → Present
    Financial Management Network
    Laguna Hills, CA
  • 11/2006 → Present
    Fmn Capital Corporation
    Mission Viejo, CA
Other Businesses

#1 SELF-EMPLOYED DISTRIBUTER FOR ADVOCARE PRODUCTS, SELLING NUTRITIONAL, WEIGHT-MANAGEMENT, SPORTS PERFORMANCE AND SKIN CARE PRODUCTS. LOCATED AT: 2801 SUMMIT AVENUE PLANO, TX 75074. THIS IS A PART TIME, OUTSIDE ACTIVITY AND DOES NOT INVOLVE ANY SALES OR MARKETING OT SECURITIES CLIENTS. #2 Enrolled agent with IRS- Provides tax preparation services. Not investment related. #3 APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-24
S63 Uniform Securities Agent State Law Examination 1994-05-02
  • S66 Uniform Combined State Law Examination
    2007-09-24
  • S63 Uniform Securities Agent State Law Examination
    1994-05-02
Other Names
  • Tracy Reinhold
  • Tracy Lynn Reinhold

View on SEC IAPD

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