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MM

Matthew T. Martinek

REINHART PARTNERS
MEQUON, WI 53092
Some features on this profile are disabled
CRD#: 4816915
MM

Professional summary

Matthew Tyler Martinek is a registered financial advisor currently at REINHART PARTNERS, LLC located in Mequon, Wisconsin.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Matthew Tyler Martinek's CRS (Customer Relationship Summary).
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

December 13, 2010 - Present

REINHART PARTNERS, LLC

Office #1: 1500 W. Market Street, Mequon, WI 53092
RIA
CRD#: 106432
MEQUON, WI

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".
RP
REINHART PARTNERS, LLC
REINHART & MAHONEY CAPITAL MANAGEMENT, INC. | REINHART PARTNERS, LLC | REINHART PARTNERS, INC. | REINHART MAHONEY & BRYDEN CAPITAL MANAGEMENT INC

CRD#: 106432 / SEC#: 801-40278

RIA
Registered Investment Advisory firm - (12/5/1991 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
Wisconsin
(12/13/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2010
Uniform Investment Adviser Law Examination

Current Firm

RP
REINHART PARTNERS, LLC
REINHART & MAHONEY CAPITAL MANAGEMENT, INC. | REINHART PARTNERS, LLC | REINHART PARTNERS, INC. | REINHART MAHONEY & BRYDEN CAPITAL MANAGEMENT INC

CRD#: 106432 / SEC#: 801-40278

RIA
Registered Investment Advisory firm - (12/5/1991 Approved)
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Contact information

Main Address
11090 N. Weston Drive, Mequon, WI 53092
Mailing Address
Phone number
(262) 241-2020
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (53 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REINHART PARTNERS PART2A OF FORM ADV FEBRUARY 5 2025 (2/5/2025)

Regulatory assets under management

Total Number of Accounts263
AUM (Assets Under Management)$ 1,912,117,349

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.

Company Information

REINHART PARTNERS, LLC

CRD#: 106432Mequon, WI 53092

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