Regina Marie Rinehimer

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Reading, PA
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Reading, PA
• 03/2021 → Present
  Kingsview Partners
  Wyomissing, PA

Previous Registrations

• 2007-06-14 → 2021-03-15
  Wells Fargo Clearing Services, Llc
  Lancaster, PA
  Wyomissing, PA
  Lancaster, PA

Other Businesses

POWER OF ATTORNEY FOR DAUGHTER; INVESTMENT RELATED; SINKING SPRINGS PA, BEGAN 2008, NO TIME CURRENTLY SPENT. POWER OF ATTORNEY FOR STEP-FATHER; INV RELATED; MOUNDSVILLE, WV; START: 7/14/17; 1 HR PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV RELATED; SINKING SPRING, PA; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-13
• S63 Uniform Securities Agent State Law Examination
  2003-04-14

Other Names

• Regina Marie Whitelatch
• Regina Marie Whitelatch
• Callahan