Michael Grimes, financial advisor Mequon WI
81 score

Michael Grimes

CRD Number: 3112155
Current Firm: Reinhart Partners, Inc.

Michael Grimes (CRD# 3112155) is an Investment Advisor Representative working at Reinhart Partners, Inc. in Mequon, WI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Reinhart Partners Mequon, WI Sep 2014 - Current 2
Robert W. Baird & Company Incorporated Milwaukee, WI May 1998 - Sep 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael Z. Grimes
Phone Number: 262-241-2020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,262
    MILLIONS
  • Total Number of Accounts
    5,672
    ACCOUNTS
  • Average Account Value
    $927,674
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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