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CFP
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CFP

Mitchell Reinhardt

LPL Financial LLC
46 Years of Experience
Fresno, CA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Mitchell Reinhardt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 46 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975

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History

Regulatory History (3)
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
February 2010
Closed-No Action
Customer Dispute
December 2001
Settled
Customer Dispute
October 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mitchell is a partner in Brownstone Investment Partners, a real estate rental business, but dedicates no time to it. He also works about half his time at Thiesen Dueker Modern Wealth Management, a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
January 2017 - Present · 9 yrs 9 mos
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Capital Financial Services, INC.
September 2016 - January 2017 · 4 mos
Capital Financial Services, INC.Broker
June 2003 - January 2017 · 13 yrs 7 mos
Arm Securities CorporationBroker
July 2001 - June 2003 · 1 yr 11 mos
Quick & Reilly, INC.Broker
June 1993 - July 2001 · 8 yrs 1 mo
Jmc Investment Services, INC.Broker
January 1990 - June 1993 · 3 yrs 5 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
May 1989 - December 1989 · 7 mos
Shearson Lehman Hutton INC.Broker
April 1988 - June 1989 · 1 yr 2 mos
E. F. Hutton & Company INCBroker
August 1987 - April 1988 · 8 mos
State Bond Sales CorporationBroker
September 1980 - August 1987 · 6 yrs 11 mos
State Registrations23 states
AKALARAZCACOCTFLIDILMAMIMTNVOHOKORSDTNTXVAWAWY
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.
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Mitchell Reinhardt - Financial Advisor | TrueAdvisor