Cathy Ann Reinhardt

CFP

Intellicents Investment Solutions INC

42 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Intellicents Investment Solutions INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

6,093 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$7.4B

Fee Structure

Location

211 East 8th Street, Lawrence, KS, 66044

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2008

Settled

Customer Dispute

September 2004

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Cathy has several outside business activities, including a law practice, working as an investment advisor for Intellicents Investment Solutions (nearly full-time), and acting as an insurance agent for life, disability, and long-term care insurance (minimal time). She also serves as a trustee for the Kansas University Endowment Association.

Employment History

Current Registrations

Intellicents Investment Solutions INC

August 2021 - Present · 4 yrs 6 mos

Mutual Securities, INC.

July 2021 - Present · 4 yrs 7 mos

Mutual Securities, INC.Broker

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Cambridge Investment Research, INC.Broker

July 1999 - August 2021 · 22 yrs 1 mo

Reinhardt Financial Services INC

August 1992 - July 2021 · 28 yrs 11 mos

Reinhardt Financial Services INC

August 1992 - December 2002 · 10 yrs 4 mos

The Lincoln National Life Insurance CompanyBroker

August 1991 - April 1999 · 7 yrs 8 mos

Eneric Financial Services, INC.Broker

April 1990 - July 1999 · 9 yrs 3 mos

First Affiliated Securities, INC.Broker

August 1989 - April 1990 · 8 mos

Pfg Securities, INC.Broker

May 1987 - August 1989 · 2 yrs 3 mos

Investment Management & Research, INCBroker

December 1986 - May 1987 · 5 mos

Financial Network Investment CorporationBroker

October 1984 - December 1986 · 2 yrs 2 mos

Fsc Securities CorporationBroker

July 1983 - October 1984 · 1 yr 3 mos

State Registrations40 states

AKARAZCACODCFLGAIAILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNYOHOKORPARISCTNTXUTVAVTWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.