Cathy Reinhardt
Cathy Reinhardt is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Lawrence, KS, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
211 East 8th Street, Lawrence, KS, 66044
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
September 2004Other 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
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
Reinhardt Financial Services INC
Reinhardt Financial Services INC
The Lincoln National Life Insurance CompanyBroker
Eneric Financial Services, INC.Broker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
Investment Management & Research, INCBroker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.