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Robert Reineke

20 Years of Experience
Eugene, OR
2 DisclosuresBroker

Robert Reineke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eugene, OR, with 20 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

111 W. 7th Avenue, Eugene, OR, 97401

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2013
Settled
Customer Dispute
October 2012
Denied
Other Business Activities

Robert works as an associate/employee for Columbia Wealth Advisors and Umpqua Bank, spending about half his time on each. He also serves as a board member for Grace Community Fellowship and owns Mohawk Valley Farm, dedicating minimal time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2022 - October 2023 · 1 yr 1 mo
Cetera Investment Services LLCBroker
September 2022 - October 2023 · 1 yr 1 mo
Key Investment Services LLC
January 2010 - September 2022 · 12 yrs 8 mos
Key Investment Services LLCBroker
December 2007 - September 2022 · 14 yrs 9 mos
Edward JonesBroker
January 2004 - December 2005 · 1 yr 11 mos
State Registrations12 states
AZCAFLGAIAIDNCNVORTNTXWA
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.