Patrick Thomas Reinheimer
Investment adviser representative at Milestone Asset Management, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$690.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Milestone Asset Management, LLCSep 2020 to now
- Brookstone Capital ManagementOct 2019 to Feb 2022
- UnemployedJun 2019 to Oct 2019
- Power Home Remodeling GroupMar 2017 to Jun 2019
- StoragehawkAug 2016 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Milestone Asset Management, LLC
$690.7MAssets managed
1,359Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7123398
- Firm CRD
- 310441