Denise Reinert is not listed as a control person, but directly owns between 5% and 10% of CGC Financial Services.
CGC Financial Services is an investment adviser based in Lake Oswego, OR, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $876 million, as filed on 20 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3231301
- Firm
- CGC Financial Services · CRD 155446
- Role
- Chief Operating Officer/Chief Compliance Officer
- In role since
- November 2021 · 4 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Lake Oswego, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Denise Reinert work?
Denise Reinert has been Chief Operating Officer/Chief Compliance Officer of CGC Financial Services, LLC since November 2021.
How can I verify Denise Reinert’s record?
Denise Reinert’s role is listed on CGC Financial Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 155446.
