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Paul R

Series 63, Series 65

Billings, MT

CWM, LLC

Paul Reinker is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Arbor Point Advisors, Securities America, Inc., and Carson Wealth. He is also an owner of Reinker Holdings, LLC and Reinker, Inc., the latter involved in income and payroll management and tax planning. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm employs discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools while providing a range of retirement-plan services and institutional support.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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