Ken E. Reinhart

REINHART ASSET MANAGEMENT LLC

Toledo, OH

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CRD#: 2494630

Professional summary

Ken Eugene Reinhart is a registered financial advisor currently at REINHART ASSET MANAGEMENT LLC located in Toledo, Ohio.

Ken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ken has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ken Eugene 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®

None

Experience

Current

January 19, 2005 - Present

REINHART ASSET MANAGEMENT LLC

RIA

CRD#: 133632

Toledo, OH

Past

August 15, 2002 - March 1, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

TOLEDO, OH

Past

May 4, 2000 - March 1, 2005

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

Past

August 1, 1994 - May 22, 2000

LIBERTY NATIONAL SECURITIES INC.

CRD#: 17955

DUNDEE, MI

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

Michigan
(11/19/2009)

IAR

Ohio
(1/19/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/29/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/6/1999

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/12/1995

General Securities Principal Examination

Current Firm

REINHART ASSET MANAGEMENT LLC

REINHART ASSET MANAGEMENT LLC | REINHART ASSET MANAGEMENT, LLC

CRD#: 133632 / SEC#:

Michigan

Registered Investment Advisory firm - (4/9/2009 Approved)

Ohio

Registered Investment Advisory firm - (1/18/2005 Approved)

Wisconsin

Registered Investment Advisory firm - (11/25/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

327 16th Street, Toledo, OH 43604

Mailing Address

Phone number

(419) 242-5956

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 2,231,000

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.

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Ken E. Reinhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ken Eugene Reinhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

REINHART ASSET MANAGEMENT LLC

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

LIBERTY NATIONAL SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2004

Series 63

Date: 8/19/1994

Series 7

Date: 7/29/1994

Series 27

Date: 7/6/1999

Series 24

Date: 5/12/1995

Current Firm

REINHART ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REINHART ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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