CR
Claire Reiners
CETERA INVESTMENT ADVISERS
MORGAN CITY, LA 70380
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CRD#: 7870576
CR
Claire ReinersCETERA INVESTMENT ADVISERS
Professional summary
Claire Reiners, who also goes by Claire R Reiners, Claire Richard Reiners, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Morgan City, Louisiana and AVANTAX PLANNING PARTNERS, INC. located in Morgan City, Louisiana.
Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Claire has worked at 3 firms .
At a Glance
Always Fiduciary
Aliases
Claire R Reiners | Claire Richard Reiners
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.
1) DARNALL SIKES WEALTH PARTNERS, LLC POSITION: Financial Advisor NATURE: Investment advisory services including retirement planning services, estate planning and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/08/2024 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Meet with clients on services provided, review progress towards goals, provide estate planning, investment performance reviews. 2)LOUISIANA SHRIMP AND PETROLEUM FESTIVAL AND FAIR ASSOCIATION, INC. POSITION: Treasurer NATURE: Nonprofit organization designed to promote the shrimp and oil industries locally with an annual festival. Festival is held annually on Labor Day weekend in Morgan City, LA. Planning and meetings are performed year-round by board members and volunteers. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 715 Second Street, Morgan City LA 70380, United States DESCRIPTION: Treasurer - process accounts receivable, accounts payable, payroll. Financial and income tax reporting requirements. Attend meetings that are held monthly at the festival office. 3) MORGAN CITY ROTARY CLUB, INC. POSITION: Board Member NATURE: Rotary Club is a nonprofit organization that promotes business relationships in the local area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2015 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Board member that assists with accounting functions such as accounts receivable, accounts payable, preparation of financial statements and income tax returns. Meetings are attended on an occasional basis. 4) DARNALL, SIKES & FREDERICK CPAS POSITION: Manager NATURE: The firm provides a wide variety of accounting services including: tax preparation, business consulting, tax planning, bookkeeping services, payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2013 ADDRESS: 1201 Brashear Ave, Ste 301, Morgan City LA 70380, United States DESCRIPTION: Within the firm, I am responsible for the following functions: managing workflow to include tax returns and bookkeeping services, client relations/ meetings, review of tax returns, review of accounting work, general business consulting services.
CRS (Client Relationship Summary) - RIA
Click below to view Claire Reiners'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1201 Brashear Ave 4th Floor Rooms 441-443, Morgan City, LA 70380RIA
CRD#: 105644
MORGAN CITY, LA
Current
May 8, 2026 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 1201 Brashear Ave 4th Floor Rooms 441-443, Morgan City, LA 70380RIA
CRD#: 106237
MORGAN CITY, LA
Past
February 29, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Morgan City, LA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Louisiana(9/5/2025)
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
