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Todd Robert Rhine

Atlantis Wealth Advisors LLC

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About Todd Robert Rhine

Todd Robert Rhine is a financial advisor with over 30 years of experience in the industry. Todd is registered with Atlantis Wealth Advisors LLC and has a broad range of experience in financial planning, portfolio management and insurance brokerage. Todd is a Certified Financial Planner™ and holds a variety of licenses and certifications, including the Series 63, 65, 7, and 99TO exams. Todd is committed to providing personalized financial advice and services to help clients achieve their financial goals.

Firm Information

Todd Rhine is currently registered with Atlantis Wealth Advisors LLC. Atlantis Wealth Advisors LLC is a registered investment advisor based in Maumee, OH. They offer financial planning, portfolio management services for individuals and businesses, and educational seminars. With over 141 million in regulatory assets under management, the firm serves individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
Atlantis Wealth Advisors LLC

1700 WOODLANDS DR.

MAUMEE, OH 43537

$141.44M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Todd Rhine’s Registration & Firm History

SC

04/11/2024 - Present

Atlantis Wealth Advisors LLC (HILTON HEAD ISLAND SC)

SC

06/01/2015 - 10/30/2015

PURSHE KAPLAN STERLING INVESTMENTS (Hilton Head Island SC)

SC

09/07/1993 - 06/03/2015

WOODBURY FINANCIAL SERVICES, INC. (HILTON HEAD ISLAND SC)

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Licenses & Designations

IA

Issued 10/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Robert Rhine.
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