William S. Collins

REINHART PARTNERS

Mequon, WI 53092

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CRD#: 6388634

Professional summary

William Scott Collins JR, who also goes by William Scott Collins, is a registered financial advisor currently at REINHART PARTNERS, LLC located in Mequon, Wisconsin.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Scott Collins

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.

REED MANUFACTURING TUPELO, MS START DATE: 7/29/2015 BOARD OF DIRECTORS HOURS PER MONTH: 0 HOURS DURING TRADING: 0 THIS IS A SMALL GARMENT MANUFACTURING COMPANY BASED OUT OF TUPELO, MS. IT IS NOT LISTED AND IS CLOSELY HELD AND PRIVATELY OWNED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Collins JR'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

January 3, 2022 - Present

REINHART PARTNERS, LLC

Office #1: 11090 N. Weston Drive, Mequon, WI 53092

RIA

CRD#: 106432

Mequon, WI

Past

June 20, 2016 - December 1, 2021

RUSSELL INVESTMENTS

RIA

CRD#: 105734

Milwaukee, WI

Past

June 20, 2016 - December 1, 2021

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

MILWAUKEE, WI

Past

November 10, 2014 - May 18, 2016

EDWARD JONES

RIA

CRD#: 250

TUPELO, MS

Past

October 20, 2014 - May 18, 2016

EDWARD JONES

CRD#: 250

TUPELO, MS

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".

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

Texas
(10/20/2022)

IAR

Wisconsin
(1/3/2022)

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 66

Date: 11/7/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2014

General Securities Representative Examination

Current Firm

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

SEC notice filing (53 States and Territories)

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 Accounts	263
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.

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Advisor Monitoring

Firm Stability Insights

William S. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Collins JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

REINHART PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2014

Current Firm

REINHART PARTNERS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REINHART PARTNERS, LLC

TRUST BUT VERIFY

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