Dwayne E. Reinike

VALIANT FINANCIAL PLANNING

KIRKLAND, WA

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CRD#: 7279431

Professional summary

Dwayne Edward Reinike is a registered financial advisor currently at VALIANT FINANCIAL PLANNING, LLC located in Kirkland, Washington.

Dwayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dwayne has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

Self Employed Kirkland, WA Start date: 8/1/2020 Motorcycle Safety Instructor Hours per week: 5 Hours during trading: 0 Teach basic motorcycle operation and safety techniques. Conduct motorcycle riding endorsement test.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwayne Edward Reinike's 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 21, 2025 - Present

VALIANT FINANCIAL PLANNING, LLC

RIA

CRD#: 333280

KIRKLAND, WA

Past

January 4, 2021 - January 22, 2025

EDWARD JONES

RIA

CRD#: 250

EVERETT, WA

Past

December 7, 2020 - January 22, 2025

EDWARD JONES

CRD#: 250

EVERETT, WA

Past

October 2, 2020 - November 25, 2020

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

LAKEWOOD, WA

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
(2/24/2025)

IAR

Washington
(1/21/2025)

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: 12/30/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/19/2020

Securities Industry Essentials Examination

Current Firm

VALIANT FINANCIAL PLANNING, LLC

VALIANT FINANCIAL PLANNING | VALIANT FINANCIAL PLANNING, LLC

CRD#: 333280 / SEC#:

Texas

Registered Investment Advisory firm - (2/24/2025 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/21/2025 Approved)

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Contact information

Main Address

Kirkland, WA

Mailing Address

Po Box 371, Kirkland, WA 98083

Phone number

(425) 298-3988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,937,428

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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Dwayne E. Reinike

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwayne Edward Reinike's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIANT FINANCIAL PLANNING, LLC

EDWARD JONES

EDWARD JONES

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2020

Series 7TO

Date: 10/2/2020

SIE

Date: 8/19/2020

Current Firm

VALIANT FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALIANT FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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