Anthony Reynolds, financial advisor Cedar Rapids IA
93 score

Anthony Reynolds

CRD Number: 6064600
Current Firm: Coretegic Capital, LLC

Anthony Reynolds (CRD# 6064600) is an Investment Advisor Representative working at Coretegic Capital, LLC in Cedar Rapids, IA and has over 3 years of experience in the finance industry. Anthony Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coretegic Capital, LLC Cedar Rapids, IA Nov 2017 - Current < 1
Iowa National Guard Cedar Rapids, IA Apr 2002 - Current 16
Private Advisor Group, LLC Cedar Rapids, IA Aug 2014 - Oct 2017 3
Lpl Financial LLC Cedar Rapids, IA Jul 2014 - Oct 2017 3
Truenorth Wealth Management Cedar Rapids, IA Jun 2013 - Oct 2017 4
Berthel Fisher & Company Marion, IA May 2012 - Mar 2014 1
Yellowbook Inc. Cedar Rapids, IA Sep 2010 - Apr 2012 1
University Of Iowa Iowa City, IA Aug 2007 - Aug 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Anthony T. Reynolds
Phone Number: (319) 804-9392
Registered State(s):
  • IA
Current Firm Details
Coretegic Capital, LLC
Firm's CRD Number: 291343
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

IA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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