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Robert A Reindl

Advisor at LPL Financial — Manitowoc, WI S 10th St

Updated today

Credentials

Series 66

Experience

6 years

Location

Manitowoc, WI 54220

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Reindl is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, previously working at CUNA Brokerage Services, Inc. and UnitedOne Credit Union. In addition to his advisory role, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Manitowoc, WI S 10th St

1117 S 10th St

Manitowoc WI 54220

Advisors at this office

3

Most active in

Wisconsin

Work history

6 years of industry experience

LPL Financial

2022 - Present • 4 years

Manitowoc, WI

CUNA Brokerage Services, Inc.

2019 - 2022 • 3 years

Waverly, IA

Financial Services Center located at UnitedOne Credit Union

2018 - Present • 8 years

Manitowoc, WI

UnitedOne Credit Union

2008 - 2018 • 10 years

Manitowoc, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jared M

Series 65

Manitowoc, WI

Red Granite Wealth Management

Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
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George R

Two Rivers, WI

GVR Investment Management, Inc.

George Reis is the president of GVR Investment Management, Inc. and has 26 years of experience in the financial industry. He has been with GVR Investment Management since 2005 and also leads George V. Reis Investment Group, Inc. since 1999. In addition to his advisory roles, he serves as president of George V. Reis Accounting and Tax Practice. GVR Investment Management provides discretionary account management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and regularly employs selling put options as part of its investment strategy.

Options & derivatives strategies
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Ross M

CFP®, Series 63

Mishicot, WI

Mueller Wealth

Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.

Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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Parker M

CFP®, Series 66

Mishicot, WI

Mueller Wealth

Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.

Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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David R

Series 65

Two Rivers, WI

GVR Investment Management, Inc.

David Reis is a financial advisor with GVR Investment Management, Inc. in Two Rivers, WI, holding a Series 65 designation and eight years of industry experience. He has been with GVR Investment Management since 2016, with a one-year overlap managing Salida Phone Repair. GVR Investment Management provides discretionary account and portfolio management to non‑high‑net‑worth and high‑net‑worth individuals, trusts, estates, pension and profit‑sharing plans, and other business entities. The firm combines fundamental and technical analysis across a range of strategies from capital preservation to aggressive growth, managing roughly $36 million in discretionary assets for about three dozen clients.

Options & derivatives strategies
user avatar

Atley G

Series 65

Manitowoc, WI

Merit Financial Advisors

Atley Gay is a financial advisor at Merit Financial Advisors with a Series 65 designation and five years of industry experience. Prior to joining Merit Financial Group in 2024, Gay worked at Access Investment Advisors, Inc. for nine years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through a combination of internally managed portfolios, third-party managers, and customizable model portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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