Nathan
Reineke

Physician Family Financial Advisors Inc

CRD#6908531
Investment Advisor
in Beaverton, OR

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About this Advisor

Nathan Reineke is a financial advisor based out of Beaverton, Oregon with 5 years of industry experience. Reineke is an employee of Physician Family Financial Advisors Inc. The advisor has gained experience at Physician Family Financial Advisors, Daimler Trucks North America, Key Bank, Pentagon Federal Credit Union and Pizza Hut. Reineke has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Oregon. Physician Family Financial Advisors Inc is an advisory business that has its headquarters in Beaverton, OR. It oversees $129 million in assets under management among its 419 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 419 client accounts, 52% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Physician Family Financial Advisors Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees depend on the type of services offered. Fees billed by Physician Family Financial Advisors Inc typically consist of fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Fixed Fees

Office Location

9450 Sw Gemini Dr.
Beaverton, OR 97008

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Physician Family Financial Advisors Inc Brokerage Details

Total Assets Under Management

$128,502,677

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

419

OR Average: 1,309
Average Account Size

$306,689

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Nathan Reineke Work History

Nathan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Physician Family Financial Advisors

2015 - 2017 (2 years)

Daimler Trucks North America

2014 - 2015 (1 year)

Key Bank

2013 - 2014 (1 year)

Pentagon Federal Credit Union

2012 - 2013 (1 year)

Pizza Hut

*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 Nathan 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 Physician Family Financial Advisors Inc

Nathan Reineke
Beaverton, OR
Kyle Hoelzle
Beaverton, OR
Chelsea Jones
Beaverton, OR
William Utley
Beaverton, OR

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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