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Jena Lee Reinheimer

Avantax Planning Partners, Inc.

Seven Fields, PA

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-13
  • PA RA
    APPROVED
    Since 2024-06-13

Branch Locations

310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046 • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • 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
Mac's Cafe Butler PA 06/2019 08/2021
Butler High School/Slippery Rock University Butler PA 01/2014 05/2022
Ga Investment Management Seven Fields PA 05/2022 01/2024
Avantax Investment Services, Inc. Seven Fields PA 02/2024 09/2025
Avantax Planning Partners Inc Dallas TX 02/2024 Present
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
  • 06/2019 → 08/2021
    Mac's Cafe
    Butler, PA
  • 01/2014 → 05/2022
    Butler High School/Slippery Rock University
    Butler, PA
  • 05/2022 → 01/2024
    Ga Investment Management
    Seven Fields, PA
  • 02/2024 → 09/2025
    Avantax Investment Services, Inc.
    Seven Fields, PA
  • 02/2024 → Present
    Avantax Planning Partners Inc
    Dallas, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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