Paul Reinker (CRD# 4039657) is an Investment Advisor Representative working at Cwm, LLC in Billings, MT and has over 24 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Dba Carson Partners - Crd # 155344 | Billings, MT | Oct 2023 - Current | < 1 |
| Cwm, Llc Dba Carson Wealth | Billings, MT | Oct 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2023 - Current | < 1 |
| Reinker, Inc. | Billings, MT | Jan 2010 - Current | 14 |
| Arbor Point Advisors | Billings, MT | Mar 2017 - Oct 2023 | 6 |
| Securities America, Inc. | Billings, MT | Jul 2009 - Oct 2023 | 14 |
| Apex Advisory Services | Billings, MN | Nov 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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