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Kevin Douglas Rinow

Journey Strategic Wealth LLC

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About Kevin Douglas Rinow

Kevin Rinow is a financial advisor with Journey Strategic Wealth LLC, located in Summit, NJ. Kevin has been in the financial services industry since 2011 and holds a Series 7, Series 31 and Series 66 license. Kevin is also a Certified Financial Planner. In addition to Journey Strategic Wealth LLC, Kevin has previous experience with Northwestern Mutual Investment Services, LLC and Morgan Stanley Smith Barney.

Firm Information

Kevin Rinow is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kevin Rinow’s Registration & Firm History

NJ

03/29/2021 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

CA

05/04/2012 - 03/29/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Walnut Creek CA)

CA

04/04/2011 - 02/06/2012

MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 04/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Douglas Rinow.
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