Daniel
Rinck

Hcm Wealth Advisors

CRD#6069553
Investment Advisor
in Cincinnati, OH

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About this Advisor

Daniel Rinck is a financial advisor based out of Cincinnati, Ohio, with 2 years of industry experience. Rinck currently works for Hcm Wealth Advisors. Their career trajectory has included roles at Smiling Eyes Photobooth, Shawn Kelley, Northwestern Mutual Investment Services LLC, John Kersey, Gregory P Woods, David M Schimberg, Northwestern Mutual Wealth Management Company and Hcm Wealth Advisors. Rinck maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Hcm Wealth Advisors is a financial advisory business based out of Cincinnati, OH. The firm has a total of 10 people on staff. It oversees $800 million in assets under management between its 2,389 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,389 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services are provided. However, fee types billed by Hcm Wealth Advisors most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6116 Harrison Ave
Cincinnati, OH 45247-7833

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Hcm Wealth Advisors Brokerage Details

Total Assets Under Management

$800,310,625

OH Average: $2,106,341,625
Total Number of Employees

10

OH Average: 34
Total Number of Accounts

2,389

OH Average: 1,972
Average Account Size

$334,998

OH Average: $1,068,125

Investment Advisory Services

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

Daniel Rinck Work History

Daniel has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Hcm Wealth Advisors

2015 - 2017 (2 years)

Gregory P Woods

2015 - 2017 (2 years)

David M Schimberg

2015 - 2017 (2 years)

Northwestern Mutual Wealth Management Company

2014 - 2017 (3 years)

Shawn Kelley

2014 - 2017 (3 years)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

John Kersey

2011 - 2013 (2 years)

Smiling Eyes Photobooth

*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 Daniel Rinck 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 Hcm Wealth Advisors

Steven Hengehold
Cincinnati, OH
Daniel Rinck
Cincinnati, OH
Vaughn Kellerman
Cincinnati, OH
Jake Butcher
Cincinnati, OH
Gregory Middendorf
Cincinnati, OH
Matthew Calme
Cincinnati, OH
Douglas Johnson
Cincinnati, OH
Casey Boland
Cincinnati, OH

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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