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Matthew Seth Rinkey

Illumination Wealth Management

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About Matthew Seth Rinkey

Matthew Seth Rinkey is a financial advisor at Illumination Wealth Management. Matthew has been in the industry since 2004, having also previously worked with Millenco, L.L.C. and Kellogg Capital Group LLC. Matthew is registered with FINRA and the state of California. Matthew specializes in providing financial planning, portfolio management for individuals, and wealth management.

Firm Information

Matthew 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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Matthew Rinkey’s Registration & Firm History

CA

08/16/2011 - Present

Illumination Wealth Management (SAN DIEGO CA)

NY

07/17/2007 - 11/07/2008

MILLENCO, L.L.C. (NEW YORK NY)

CA

03/26/2004 - 03/08/2007

KELLOGG CAPITAL GROUP LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 02/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 09/24/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/25/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Seth Rinkey.
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