RW
CFA
RW
CFA

Reinhold Wigand

28 Years of Experience
Colorado Springs, CO
Broker

Reinhold Wigand is a CFA-designated registered investment advisor at Sanctuary Advisors, LLC, based in Colorado Springs, CO, with 28 years of industry experience. Reinhold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

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Location

2320 W Colorado Ave STE 103, Colorado Springs, CO, 80904

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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

Reinhold is involved in several outside business activities, including being a committee member for Pikes Peak United Way, a trustee for family trusts, and holding board positions at the University of Colorado. He also co-owns and operates two small cattle operations with family members, and is a member of the finance committee for the Architectural Woodwork Institute.

Employment History
Current Registrations
Sanctuary Advisors, LLC
June 2020 - Present · 5 yrs 11 mos
Sanctuary Securities, INC.Broker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1998 - June 2020 · 22 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - June 2020 · 22 yrs 5 mos
State Registrations11 states
ALAZCACOFLMONCORPATXWA
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.
Reinhold Wigand - Financial Advisor | TrueAdvisor