James E. Reinhart

REINHART PARTNERS

MEQUON, WI 53092

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CRD#: 704963

Professional summary

James Everett Reinhart is a registered financial advisor currently at REINHART PARTNERS, LLC located in Mequon, Wisconsin.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. James has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 8 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.

Erin Hills Golf Course, LLC. 7169 County Road O, Erin, WI 53027 Opened 2006 5% Owner Not investment related 5 hours per month/none during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Everett Reinhart'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

May 1, 1991 - Present

REINHART PARTNERS, LLC

Office #1: 1500 W. Market St. Ste. 100, Mequon, WI 53092

RIA

CRD#: 106432

MEQUON, WI

Past

May 1, 1998 - December 31, 2004

REINHART CAPITAL MANAGEMENT, INC.

RIA

CRD#: 112290

MEQUON, WI

Past

April 23, 1992 - August 24, 1993

AMERICAN INVESTORS GROUP, INC.

CRD#: 10020

MINNETONKA, MN

Past

February 15, 1988 - February 27, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 28, 1982 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

February 22, 1980 - August 3, 1982

THE MILWAUKEE COMPANY

CRD#: 823

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

Florida
(5/26/2010)

IAR

Wisconsin
(5/1/1991)

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: 3/9/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/11/1982

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/16/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/26/1988

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 10/27/1986

General Securities Sales Supervisor Examination (Options Module & General Module)

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James E. Reinhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Everett Reinhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

REINHART CAPITAL MANAGEMENT, INC.

AMERICAN INVESTORS GROUP, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

THE MILWAUKEE COMPANY

Primary Firm SEC Registration

REINHART PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/1994

Series 63

Date: 3/3/1980

Series 3

Date: 11/11/1982

Series 7

Date: 2/16/1980

Series 24

Date: 7/26/1988

Series 8

Date: 10/27/1986

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

Contact information

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