DR
Donald L. Reiman
ECHELON GROUP
BOISE, ID 83702
Some features on this profile are disabled
CRD#: 1259131
DR
Professional summary
Donald Lee Reiman, CFP®, who also goes by Don Reiman, is a registered financial advisor currently at ECHELON GROUP located in Boise, Idaho.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Donald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Reiman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
***RESET -Owner Consultant Speaker -Author & professional speaker #HRS 1 -8/1/14 -2105 N Mountain Cove Rd Boise ID 83702 -I authored a book RESET: Harnessing Change, Fear, and Risk as Catalysts for an Extraordinary Life. I do consulting and speaking for businesses and conferences on the principals of the book. ***DML SERVICES OF IDAHO, LLC DBA DML HEATING AND COOLING SERVICE -Member -Heating & Cooling Services #HRS 2 -4/7/20 -3275 Brown St Garden City ID 83714 -Member of LLC & provide insurance services & business consulting to the business. ***ARBOR POINT ADVISORS -Investment Advisor -Financial Advisory Services INVEST RELATED Yes #HRS 30 SEC TRADE HRS 30 -11/6/20 -12325 Port Grace Blvd La Vista NE 68128 -Investment advisory management & financial planning. ***BOGUS BASIN MOUNTAIN HOSTS -Director -I am the Director of the Bogus Basin Mountain Host program. It is a no-paid volunteer community service position for the Bogus Basin Ski Resort #HRS 32 -7/1/20 -2405 N Bogus Basin Rd Boise ID 83702 -Volunteer as a Mountain Host at ski area working to provide assistance & directions to ski area guests. ***BOGUS BASIN RECREATION ASSOCIATION -member -Bogus Basin Recreation Association #HRS 1 -4/1/20 -2600 N Bogus Basin Rd Boise ID 83702 -Member of advisory board to provide ideas & feedback for local ski area. ***ADVANCED BENEFITS -Independent Contractor Consultant -Advanced Benefits #HRS 5 SEC TRADE HRS 1 -2/1/21 -1299 W Riverstone Dr Ste 200 Boise ID 83814 -My company, Echelon Group, sold our group insurance business to Advanced Benefits. I will be paid as a 1099 contractor for consulting on the groups I sold until the purchase payments are completed over the next 5 years. I will also receive compensation for new group insurance business referred to Advanced Benefits. ***REIMAN COTTAGE RENTAL -Owner & renter of cottage -Cottage rental #HRS 1 -8/2/21 -2105 N Mountain Cove Rd Boise ID 83702 -I have a small guest house/cottage located on the property at my primary residence. I rent the cottage out occasionally. ***ECHELON GROUP, INC. DBA ECHELON GROUP -President -Consulting for group & individual insurance, HRM technology services, HR services, business consulting. INVEST RELATED No #HRS 100 SEC TRADE HRS 5 -1/13/92 -405 W Myrtle St Ste 100, Boise ID 83702 -100% owner, President, manager, consultant. ***ANGEL FLIGHT WEST POSITION: Volunteer Pilot NATURE: Flights for medical patients and companions in need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2000 ADDRESS: 3161 Donald Douglas Loop South, Santa Monica CA 94005 DESCRIPTION: Volunteer private aircraft flights for medical patients in need.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Lee Reiman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
November 7, 2024 - Present
ECHELON GROUP
Office #1: 405 West Myrtle Street #100, Boise, ID 83702RIA
CRD#: 333195
BOISE, ID
Past
June 14, 2024 - November 8, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
BOISE, ID
Past
November 6, 2020 - November 8, 2024
ARBOR POINT ADVISORS
RIA
CRD#: 165127
BOISE, ID
Past
November 6, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BOISE, ID
Past
February 15, 2011 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
BOISE, ID
Past
January 4, 2005 - November 16, 2011
ECHELON GROUP
RIA
CRD#: 119339
BOISE, ID
Past
December 16, 1999 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
BOISE, ID
Past
January 1, 1988 - December 22, 1999
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
April 22, 1987 - December 4, 1987
NYLIFE SECURITIES LLC
BD
CRD#: 5167
Past
October 31, 1984 - March 3, 1987
OSAIC FS, INC.
BD
CRD#: 3870
Past
May 17, 1984 - November 17, 1987
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EG
ECHELON GROUP
ECHELON GROUP | ECHELON GROUP, INC.
CRD#: 333195 / SEC#: 801-131247
RIA
Registered Investment Advisory firm - (10/8/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(11/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EG
ECHELON GROUP
ECHELON GROUP | ECHELON GROUP, INC.
CRD#: 333195 / SEC#: 801-131247
RIA
Registered Investment Advisory firm - (10/8/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
405 West Myrtle Street #100, Boise, ID 83702
Mailing Address
Phone number
(208) 345-9944
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 102,105,746 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
