Paul Reinker is a registered investment advisor at Cwm, LLC, based in Billings, MT, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B 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 | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1690 Rimrock Rd, Ste E, Billings, MT, 59102
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
March 2006Other Business Activities
Paul works as a Wealth Advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, providing advisory and brokerage services, dedicating full-time hours to these roles. He also owns Reinker, Inc. for payroll and tax planning purposes, requiring minimal time, and Reinker Holdings, LLC for expense management, which takes full-time hours.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Arbor Point Advisors
Apex Advisory Services, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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
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