Steven D. Reinemund
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven David Reinemund, CFP®, ChFC®, CLU®, who also goes by Steve Reinemund, Steven D Reinemund, was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 1990. Steven had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 9, Series 10, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 11, 2021 - January 9, 2024
SCHWAB WEALTH ADVISORY, INC.
May 28, 2020 - March 28, 2023
CHARLES SCHWAB & CO., INC.
May 23, 2020 - May 26, 2020
CHARLES SCHWAB & CO., INC.
May 23, 2020 - January 9, 2024
CHARLES SCHWAB & CO., INC.
January 8, 2018 - May 24, 2020
USAA INVESTMENT SERVICES COMPANY
April 23, 2014 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
December 19, 2013 - May 24, 2020
USAA FINANCIAL ADVISORS, INC.
August 7, 2012 - September 20, 2012
EQUITABLE ADVISORS, LLC
March 15, 2010 - March 22, 2012
COVENANT
December 10, 2008 - March 5, 2010
FROST BROKERAGE SERVICES, INC.
January 7, 2004 - November 4, 2008
USAA FINANCIAL ADVISORS, INC.
January 1, 1999 - November 17, 2008
USAA FINANCIAL PLANNING SERVICES
May 12, 1995 - December 31, 2003
USAA INVESTMENT SERVICES COMPANY
December 12, 1990 - April 25, 1995
METROPOLITAN LIFE INSURANCE COMPANY
December 12, 1990 - April 25, 1995
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
