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Michael Riney is a financial advisor registered with Wealthquest Corp. Michael has been in the financial services industry for over 6 years and is a Certified Financial Planner. Michael Riney is also a 100% owner of Riney Property Holdings LLC and a 20% owner of Flat Split LLC, both real estate businesses. Michael Riney is registered as an Investment Advisor Representative in the state of Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax return prep
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
OH
07/26/2019 - Present
Wealthquest Corp. (CINCINNATI OH)
OH
08/22/2016 - 08/01/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BC
Issued 09/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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