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Lori Reinke

12 Years of Experience
Boise, ID
Broker

Lori Reinke is a registered investment advisor at Cetera Investment Advisers LLC, based in Boise, ID, with 12 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6663 N Glenwood St, Boise, ID, 83714

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lori is an advisor at Capital Financial Solutions, LLC, a financial services firm, since January 2022. She dedicates minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2022 - June 2023 · 1 yr 5 mos
MML Investors Services, LLC
August 2019 - January 2022 · 2 yrs 5 mos
MML Investors Services, LLCBroker
August 2019 - January 2022 · 2 yrs 5 mos
Thrivent Investment Management INC.
June 2016 - July 2019 · 3 yrs 1 mo
Thrivent Investment Management INC.Broker
November 2013 - July 2019 · 5 yrs 8 mos
State Registrations5 states
IDINMTORWA
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.