Charles
Reimers

Burrus

CRD#6441386
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Charles Reimers is a financial advisor working out of Salt Lake City, Utah with a total of 5 years of relevant experience. Reimers is an employee of Burrus. During their career, the advisor has held roles at Hire Connections, Us Navy, Janus Capital Group, Scottrade, Inc and Burrus Financial Services. Reimers maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Alaska, Colorado, Idaho, Montana, New Mexico, Oklahoma, Texas, Utah, Wisconsin and Wyoming. Burrus is a financial advisory business based in Salt Lake City, UT. It handles $203 million in total assets across its 370 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 370 client accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. Burrus performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Burrus typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2455 E Parleys Way Ste 115 Ste 115
Salt Lake City, UT 84109-1247

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Burrus Brokerage Details

Total Assets Under Management

$202,587,070

UT Average: $693,624,108
Total Number of Employees

4

UT Average: 12
Total Number of Accounts

370

UT Average: 1,115
Average Account Size

$547,533

UT Average: $622,084

Investment Advisory Services

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

Charles Reimers Work History

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

2018 - Present (6 years)

Burrus Financial Services

2015 - 2015 (< 1 year)

Janus Capital Group

2015 - 2018 (3 years)

Scottrade, Inc

2014 - 2015 (1 year)

Hire Connections

2010 - 2014 (4 years)

Us Navy

*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 Charles Reimers 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 Burrus

Daniel Hannon
Salt Lake City, UT
Stephen Estrada
Salt Lake City, UT
Charles Reimers
Salt Lake City, UT
Jeff Bland
Salt Lake City, UT
Carina Medina-Perez
Salt Lake City, UT

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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