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Benjamin Samuel Rinkey

Illumination Wealth Management

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About Benjamin Samuel Rinkey

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.

Firm Information

Benjamin Rinkey is currently registered with Illumination Wealth Management. Illumination Wealth Management is a registered investment advisor headquartered in San Diego, California. With a focus on wealth management, they provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $307,090,824 in assets for over 970 clients.
Illumination Wealth Management

11622 EL CAMINO REAL

SAN DIEGO, CA 92130

$307.09M

Assets Under Management

31

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management

Wealth management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Rinkey’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Samuel Rinkey.
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