Nancy
Rinker

Goldman Sachs Personal Financial Management

CRD#1833121
Investment Advisor
in Englewood, CO

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About this Advisor

Nancy Rinker is a financial advisor operating out of Englewood, Colorado who has 6 years of relevant experience. Rinker is an employee of Goldman Sachs Personal Financial Management. Throughout their career, they have worked at Asset One, LLC, Girard Securities, Inc, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Rinker holds a Series 63 license, certifying them as a securities broker, and is able to work in Colorado. Goldman Sachs Personal Financial Management is a financial advisory business operating out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 financial advisors. It has $13 billion in assets under management among its 82,991 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 153 charitable organizations. Of its 82,991 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely vary depending on the services offered. However, fee types billed by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

5655 S Yosemite St Ste 450
Englewood, CO 80111

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

CO Average: $7,578,581,321
Total Number of Employees

727

CO Average: 43
Total Number of Accounts

82,991

CO Average: 3,727
Average Account Size

$158,797

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Nancy Rinker Work History

Nancy has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

United Capital Financial Advisers, LLC

2017 - 2020 (3 years)

Cetera Advisor Networks LLC

2010 - 2017 (7 years)

Girard Securities, Inc

2004 - 2017 (13 years)

Asset One, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nancy Rinker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Personal Financial Management

Jing Zheng
Great Falls, VA
James Rivers
Newport Beach, CA
Kassi Hyde
Peachtree Corners, GA
Mark Ulicny
Bethesda, MD
Robert Northcutt
Irving, TX
Steven Fu
Newport Beach, CA
Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Damah Rankin
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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