CR
CR

Charles Reinhold

40 Years of Experience
Rochester, MI
BrokerSells Insurance

Charles Reinhold is a registered investment advisor at Ausdal Financial Partners, INC., based in Rochester, MI, with 40 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles owns 100% of CPR Investments Inc. and dedicates nearly full-time hours to investment advisory services. He is also an insurance sales agent for CPR Financial Group LLC, spending minimal time selling various insurance products. Charles is also a Township Trustee, dedicating minimal time to this activity.

Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
September 2015 - Present · 11 yrs 1 mo
Cpr Investments INC
March 2008 - Present · 18 yrs 7 mos
Previous Registrations
Hbw Advisory Services LLC
November 2009 - September 2015 · 5 yrs 10 mos
Hbw Securities LLCBroker
January 2006 - September 2015 · 9 yrs 8 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC.Broker
June 2002 - October 2003 · 1 yr 4 mos
PFS Investments INC.Broker
April 1986 - July 2002 · 16 yrs 3 mos
State Registrations8 states
AZCAFLINMDMINYVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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