Melinda
Reineke
Captrust
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About this Advisor
Melinda Reineke is a financial advisor working in Chesterton, Indiana who has 3 years of relevant experience. Reineke is on the advisory team at Captrust. Over the course of their career, they have held roles at First Allied Securities, Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Saint Paul Catholic School and Wells Fargo Advisors Financial Network, LLC. Reineke holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Captrust is an advisory business operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 people on staff. It handles $715 billion in assets across its 76,254 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 customer accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets. Captrust offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely depend on which services are provided. However, fee types billed by Captrust can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Melinda Reineke Work History
Melinda has been registered as a financial advisor for 3 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
First Allied Securities
Wells Fargo Advisors Financial Network, LLC
Saint Paul Catholic School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melinda Reineke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Leesburg, VA
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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