Cathy
Reinhardt

Intellicents Investment Solutions Inc

CRD#1138937
Investment Advisor
in Lawrence, KS

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About this Advisor

Cathy Reinhardt is a certified financial planner based in Lawrence, Kansas with 2 years of industry experience. Reinhardt works at Intellicents Investment Solutions Inc. Reinhardt has gained experience at Cathy Reinhardt, Mutual Securities, Inc, Intellicents Investment Solutions, Inc, Cambridge Investment Research, Inc and Reinhardt Financial Services. Reinhardt holds a Series 63 license, designating them as a securities broker, and can serve investors in Kansas. Intellicents Investment Solutions Inc is a financial advisory firm based out of Albert Lea, MN. The investment advisory business has offices in nine locations and a total of 61 employees. It administers $5 billion in assets under management among its 3,031 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 3,031 accounts, 45% are associated with high-net-worth individuals who have at least $1 million in assets. Intellicents Investment Solutions Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules typically vary depending on the type of financial services offered. However, fee types charged by Intellicents Investment Solutions Inc can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

211 East 8Th Street
Lawrence, KS 66044

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Intellicents Investment Solutions Inc Brokerage Details

Total Assets Under Management

$5,067,782,323

KS Average: $5,289,111,388
Total Number of Employees

61

KS Average: 157
Total Number of Accounts

3,031

KS Average: 8,262
Average Account Size

$1,671,984

KS Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Cathy Reinhardt Work History

Cathy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mutual Securities, Inc

2021 - Present (3 years)

Intellicents Investment Solutions, Inc

1984 - Present (40 years)

Cathy Reinhardt

1983 - Present (41 years)

Cathy Reinhardt

1999 - 2021 (22 years)

Cambridge Investment Research, Inc

1992 - 2021 (29 years)

Reinhardt Financial Services

*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 Cathy Reinhardt 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 Intellicents Investment Solutions Inc

Claire Harvey
Overland Park, KS
Paul Wick
Eden Prairie, MN
Lindsay Stout
Albert Lea, MN
Brandon Budd
Overland Park, KS
Nicholas Madl
Overland Park, KS
Joseph Eichmann
Albert Lea, MN
Scott Wightman
Overland Park, KS
Matthew Palmer
Albert Lea, MN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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