Charles W. Reimers
Professional summary
Charles William Reimers, who also goes by Charlie William Reimers, Charlie Reimers, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Salt Lake City, Utah.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Charles has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles William Reimers's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
November 5, 2018 - August 16, 2024
BURRUS
June 29, 2017 - March 9, 2018
SCOTTRADE INVESTMENT MANAGEMENT
December 7, 2015 - March 9, 2018
SCOTTRADE, INC.
March 17, 2015 - December 14, 2015
JANUS HENDERSON DISTRIBUTORS US LLC
Primary Firm SEC Registration
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2024)
Exams
Current Firm
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 |
Red Flags
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