Daniel
Reinke
Avid Wealth Partners, LLC
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About this Advisor
Daniel Reinke is a certified financial planner and chartered financial consultant working out of San Antonio, Texas with 1 year of relevant experience. Reinke currently works for Avid Wealth Partners, LLC. During their career, the advisor has held roles at Northwestern Mutual Investment Services LLC, Eric Kala, Student, Costco Wholesale, Goss Advisors Dba Avid Wealth Partners and Avid Wealth Partners, LLC. Reinke maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Texas. Avid Wealth Partners, LLC is a business operating out of San Antonio, TX. It administers $151 million in total assets between its 622 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 622 client accounts, 39% are held by high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely vary depending on which service is offered. Fees charged by Avid Wealth Partners, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avid Wealth Partners, LLC Brokerage Details
$150,547,914
11
622
$242,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Reinke Work History
Daniel has been registered as a financial advisor for 1 years.*
Avid Wealth Partners, LLC
Northwestern Mutual Investment Services LLC
Goss Advisors Dba Avid Wealth Partners
Eric Kala
Student
Costco Wholesale
Student
*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 Daniel Reinke 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 Avid Wealth Partners, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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.
