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Paula Ann Reinholtz

Ameriprise Financial Services, LLC

Mequon, WI

Kansasville, WI

CRD 7689929

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-01
WI RA APPROVED 2024-01-29
  • TX RA
    APPROVED
    Since 2024-03-01
  • WI RA
    APPROVED
    Since 2024-01-29

Branch Locations

11039 N Towne Square Rd Ste 1, Mequon, WI 53092 • United States

Kansasville, WI • 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
Ameriprise Financial Services, Llc Portsmouth NH 01/2023 Present
Simon Family Eye Care New Berlin WI 11/2015 01/2023
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2024-01-26
Other Names
  • Paula Ann Beix

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI

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