Paul Reinhart (CRD# 2086851) is an Investment Advisor Representative working at Bfc Planning, Inc. in West Chester, OH and has over 33 years of experience in the finance industry.
CRD# 4749092
Charles Schwab & Company, Inc.
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4193503
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Planning Inc. | Marion, IA | Oct 2013 - Current | 10 |
| Berthel, Fisher & Company Financial Services, Inc. | West Chester, OH | Aug 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
- OH
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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