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Robert Reininger

29 Years of Experience
Bend, OR
Broker

Robert Reininger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

523 NW Colorado AVe, Suite 100, Bend, OR, 97703

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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 Activities

Robert is involved with several outside business activities. He markets under Bend Wealth Advisors, is a non-voting advisory member of BendFilm's Finance Committee, advises COCC's finance committee, and is the sole owner of RavenRock Wealth Partners LLC; these activities take up a significant portion of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - August 2017 · 8 yrs 9 mos
UBS Financial Services INC.
November 2008 - December 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
April 2003 - April 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
August 1996 - April 2007 · 10 yrs 8 mos
State Registrations17 states
AKAZCAFLHIILINMAMDMOMTNCNVNYORVAWA
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.
Robert Reininger - Financial Advisor | TrueAdvisor