PR
Paul J. Reinhart
BFC PLANNING
WEST CHESTER, OH 45069-1400
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CRD#: 2086851
PR
Professional summary
Paul Joseph Reinhart is a registered financial advisor currently at BFC PLANNING, INC. located in West Chester, Ohio and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in West Chester, Ohio.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Paul has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ARC INSURANCE- Y- FORT WRIGHT, KY- PROPERTY AND CASUALTY INSURANCE AGENCY- SENIOR VP OF SALES- 06/2023- 0- 0- STARTUP AGENCY SELLING INSURANCE.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Reinhart'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®
NoneExperience
Current
October 15, 2013 - Present
BFC PLANNING, INC.
Office #1: 8050 Beckett Center Dr Suite 133, West Chester, OH 45069-1400RIA
CRD#: 119682
WEST CHESTER, OH
Current
September 4, 1990 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Office #1: 8050 Beckett Center Drive Suite 133, West Chester, OH 45069RIA
BD
CRD#: 13609
West Chester, OH
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".
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2020)
RR
Arizona(2/11/2025)
RR
Colorado(8/27/2014)
RR
Connecticut(5/7/2004)
RR
District of Columbia(11/21/2024)
RR
Florida(1/8/2004)
RR
Georgia(8/1/2023)
RR
Illinois(1/28/2002)
RR
Indiana(5/7/1993)
RR
Iowa(4/24/1996)
RR
Kansas(11/20/2017)
RR
Kentucky(11/30/2010)
RR
Maine(9/12/2017)
RR
Maryland(3/4/2002)
RR
Massachusetts(1/11/2006)
RR
Michigan(5/7/1993)
RR
Minnesota(9/18/1990)
RR
Missouri(9/11/2012)
RR
Nebraska(5/7/2020)
RR
New Hampshire(6/10/2005)
RR
New York(4/3/1992)
RR
North Carolina(5/18/2009)
RR
North Dakota(5/1/2023)
RR
Ohio(5/7/1993)
IAR
Ohio(10/15/2013)
RR
Oregon(12/15/2020)
RR
Pennsylvania(5/7/1993)
RR
South Carolina(7/7/2020)
RR
Texas(2/16/2011)
RR
Virginia(8/7/1998)
RR
Washington(3/13/2015)
RR
Wisconsin(7/27/2000)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 447-5700
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,756 |
| AUM (Assets Under Management) | $ 2,026,848,859 |
Red Flags
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Company Information
BFC PLANNING, INC.
CRD#: 119682West Chester, OH 45069-1400TRUST BUT VERIFY
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