Donald Lee Reiman

Current Employers

Employment History

• 12/1999 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Boise, ID
• 11/2020 → 11/2024
  Arbor Point Advisors
  Boise, ID
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Boise, ID
• 11/2024 → Present
  Echelon Group, Llc
  Boise, ID

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Boise, ID
  Boise, ID
• 2011-02-15 → 2020-11-06
  Kms Financial Services, Inc.
  Boise, ID
  Seattle, WA
• 2005-01-04 → 2011-11-16
  Echelon Group
  Boise, ID

Other Businesses

***RESET -Owner Consultant Speaker -Author & professional speaker #HRS 1 -8/1/14 -2105 N Mountain Cove Rd Boise ID 83702 -I authored a book RESET: Harnessing Change, Fear, and Risk as Catalysts for an Extraordinary Life. I do consulting and speaking for businesses and conferences on the principals of the book. ***DML SERVICES OF IDAHO, LLC DBA DML HEATING AND COOLING SERVICE -Member -Heating & Cooling Services #HRS 2 -4/7/20 -3275 Brown St Garden City ID 83714 -Member of LLC & provide insurance services & business consulting to the business. ***ARBOR POINT ADVISORS -Investment Advisor -Financial Advisory Services INVEST RELATED Yes #HRS 30 SEC TRADE HRS 30 -11/6/20 -12325 Port Grace Blvd La Vista NE 68128 -Investment advisory management & financial planning. ***BOGUS BASIN MOUNTAIN HOSTS -Director -I am the Director of the Bogus Basin Mountain Host program. It is a no-paid volunteer community service position for the Bogus Basin Ski Resort #HRS 32 -7/1/20 -2405 N Bogus Basin Rd Boise ID 83702 -Volunteer as a Mountain Host at ski area working to provide assistance & directions to ski area guests. ***BOGUS BASIN RECREATION ASSOCIATION -member -Bogus Basin Recreation Association #HRS 1 -4/1/20 -2600 N Bogus Basin Rd Boise ID 83702 -Member of advisory board to provide ideas & feedback for local ski area. ***ADVANCED BENEFITS -Independent Contractor Consultant -Advanced Benefits #HRS 5 SEC TRADE HRS 1 -2/1/21 -1299 W Riverstone Dr Ste 200 Boise ID 83814 -My company, Echelon Group, sold our group insurance business to Advanced Benefits. I will be paid as a 1099 contractor for consulting on the groups I sold until the purchase payments are completed over the next 5 years. I will also receive compensation for new group insurance business referred to Advanced Benefits. ***REIMAN COTTAGE RENTAL -Owner & renter of cottage -Cottage rental #HRS 1 -8/2/21 -2105 N Mountain Cove Rd Boise ID 83702 -I have a small guest house/cottage located on the property at my primary residence. I rent the cottage out occasionally. ***ECHELON GROUP, INC. DBA ECHELON GROUP -President -Consulting for group & individual insurance, HRM technology services, HR services, business consulting. INVEST RELATED No #HRS 100 SEC TRADE HRS 5 -1/13/92 -405 W Myrtle St Ste 100, Boise ID 83702 -100% owner, President, manager, consultant. ***ANGEL FLIGHT WEST POSITION: Volunteer Pilot NATURE: Flights for medical patients and companions in need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2000 ADDRESS: 3161 Donald Douglas Loop South, Santa Monica CA 94005 DESCRIPTION: Volunteer private aircraft flights for medical patients in need.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-10
• S63 Uniform Securities Agent State Law Examination
  1987-01-03

Designations

Other Names

• Don Reiman