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Robert J. Reamer

WINTHROP WEALTH
Nooksack, WA
Some features on this profile are disabled
CRD#: 5200308
RR

Professional summary

Robert James Reamer, CFP®, who also goes by Bobby J Reamer, Bobby James Reamer, Bobby Reamer, Robert J Reamer, is a registered financial advisor currently at WINTHROP WEALTH located in Nooksack, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bobby J Reamer | Bobby James Reamer | Bobby Reamer | Robert J Reamer

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.
08/2022 - Reamer Financial - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 08/01/2022 - 80 Hours Per Month/0 Hours During Securities Trading. 08/2022 - Keel Financial Partners, LLC - Investment Related - At Reported Bus Loc(s) - 20 Hours Per Month/10 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Reamer'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®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

November 15, 2022 - Present

WINTHROP WEALTH

Office #2: 10900 Ne 4th St Suite 2300, Bellevue, WA 98004Office #3: 2219 Rimland Dr. Suite 301 (office #357), Bellingham, WA 98226
RIA
CRD#: 288178
Nooksack, WA
Past

May 5, 2022 - December 17, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA
Past

December 18, 2013 - December 2, 2022

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Bellingham, WA
Past

August 6, 2012 - October 13, 2022

MYICON

RIA
CRD#: 136554
KIRKLAND, WA
Past

April 29, 2011 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
KIRKLAND, WA
Past

April 29, 2011 - May 3, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
KIRKLAND, WA
Past

January 7, 2010 - May 12, 2011

WADDELL & REED

RIA
CRD#: 866
LYNNWOOD, WA
Past

January 7, 2010 - May 12, 2011

WADDELL & REED

BD
CRD#: 866
LYNNWOOD, WA
Past

August 15, 2008 - January 4, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELLEVUE, WA
Past

June 13, 2008 - January 4, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA

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".
WW
WINTHROP WEALTH
FINANCIAL PLANNING STRATEGIES, LLC | WINTHROP WEALTH MANAGEMENT | WINTHROP WEALTH | WINTHROP ADVISORY GROUP, LLC | UNIFIED WEALTH MANAGEMENT | KEEL FINANCIAL PARTNERS

CRD#: 288178 / SEC#: 801-110461

RIA
Registered Investment Advisory firm - (4/28/2017 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
Texas
(12/13/2022)
IAR
Washington
(11/15/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2008
General Securities Representative Examination

Current Firm

WW
WINTHROP WEALTH
FINANCIAL PLANNING STRATEGIES, LLC | WINTHROP WEALTH MANAGEMENT | WINTHROP WEALTH | WINTHROP ADVISORY GROUP, LLC | UNIFIED WEALTH MANAGEMENT | KEEL FINANCIAL PARTNERS

CRD#: 288178 / SEC#: 801-110461

RIA
Registered Investment Advisory firm - (4/28/2017 Approved)
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Contact information

Main Address
321 Columbus Ave 3rd Fl, Boston, MA 02116-5168
Mailing Address
Phone number
(617) 530-1010
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/21/2025)
WRAP FEE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts3,872
AUM (Assets Under Management)$ 2,600,886,145

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

WINTHROP WEALTH

CRD#: 288178Nooksack, WA

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