Unclaimed
Benjamin Rinkey is a financial advisor with Illumination Wealth Management, based in San Diego, California. Benjamin Rinkey has been in the industry for more than 20 years and has a strong background in wealth management, financial planning, and pension consulting. Benjamin Rinkey provides services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Benjamin Rinkey is committed to providing his clients with the highest quality advice and service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
05/21/2014 - Present
Illumination Wealth Management (SAN DIEGO CA)
MN
06/26/2002 - 09/07/2004
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
09/30/1997 - 07/24/2000
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
05/27/1997 - 09/30/1997
DOUGHERTY DAWKINS LLC (MINNEAPOLIS MN)
NA
05/17/1995 - 05/21/1997
VOYAGEUR INVESTMENTS, INC.
MN
05/21/1976 - 03/15/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
09/06/1972 - 03/18/1974
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1978
Series 40 - Registered Principal Examination
BC
Issued 09/06/1977
PC - AMEX Put and Call Exam
BC
Issued 05/13/1976
Series 18 - Securities Industry Rules and Regulations Examination
BC
Issued 09/01/1972
Series 1 - Registered Representative Examination
Active
Inactive
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