Nichole Reinhardt, CLU, ChFC®, AIF®
“With the headlines we see these days it is easy to be cynical about our industry, and think we are island of integrity to ourselves. It is truly amazing when the group comes together and sees how we all share the same vision.” Nichole Reinhardt
Nichole Reinhardt is the owner and registered principal of CW Financial Strategies LLC, an Office of Supervisory Jurisdiction for Cambridge Investment Research, Inc. Her organization provides a culture of support and guidance for a select group of professionals. As an advocate for her team, Nichole is a liaison between them and industry product providers and regulators, allowing the advisors to focus on what is most important—their clients.
A veteran with 20 years’ experience supervising advisors, in 2017 she launched CW Financial. Her credentials uniquely prepared her for this venture. She was recognized as Jefferson Pilot’s most valuable employee in 2001. Later she worked for Lennox Capital as a registered principal growing the practice from $100k to over $3M. She started Red Boat Advisor Resources LLC under Lincoln Financial Securities Corp. As an OSJ, she became the 3rd most lucrative office for Lincoln before moving her practice to Cambridge.
Nichole sums it up, “When I look at the group I’ve assembled through my tenure of the last 15 years, I see a cohesive group with one, unifying goal: to do what is right for their clients.”
Nichole’s Credentials:
CLU®
“The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management”
Chartered Financial Consultant
A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning. Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Learn More
Accredited Investment Fiduciary
What is an Accredited Investment Fiduciary? The AIF® Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. The Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
Elmira College
Nichole received a Bachelors of Science in Biology from Elmira College in Elmira, NY in 1996.
What do advisors say about Nichole?
I left her OSJ many years ago to join a different group and a year or so later showed up on her door step with flowers asking her to take me back. I have told her that if I ever think about leaving her again she has my permission to hit me over the head with a baseball bat. Nichole is the best, she is always there when I need her, and she is a great resource in helping me grow my business.
In my 16 years with Nichole I have never felt that she wasn’t 100% working on my behalf, whether that was as an advocate with a broker dealer issue or making sure I complied with current rules and regulations. As long as she will have me, Nichole will be my OSJ until I retire.”