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Chief Operating Officer/chief Compliance Officer · CGC Financial Services

Denise L. Reinert

CRD 3231301 · Named on Form ADV at one SEC-registered adviser

At a glance

CGC Financial Services, an SEC-registered wealth manager based in Lake Oswego, OR with $876 million in regulatory assets, lists Denise L. Reinert on its Form ADV as Chief Operating Officer/chief Compliance Officer.

Firms and roles

  • CGC Financial ServicesChief Operating Officer/chief Compliance OfficerWealth manager · Lake Oswego, OR · $876M in regulatory assets

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Denise’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (6)

1 more person named with Denise on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Denise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.