Ethan
Rhinehart
Accolade Asset/Liability Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Ethan Rhinehart is a financial advisor who works out of Columbus, Ohio who has 3 years of relevant experience. Rhinehart is an advisor for Accolade Asset/Liability Advisory Services. Throughout their career, Rhinehart has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Farm Agent Greg Lopeman, University At Buffalo, Russell Schwartzbeck, Massachusetts Mutual, Northwestern Mutual Life Inurance Company, State Farm, Bonefish Grill, Bin 54 and Accolade Investment Advisory. Rhinehart holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Mississippi, Ohio and Texas. Accolade Asset/Liability Advisory Services is a financial advisory firm headquartered in Columbus, OH. The firm has just four employees. It administers $2 billion in assets between its 42 customer accounts, making it one of the largest firms in the country by assets under management. The company offers portfolio management for institutional clients. Financial management fees vary depending on the services offered. However, fee types charged by Accolade Asset/Liability Advisory Services likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Accolade Asset/Liability Advisory Services Brokerage Details
$1,569,224,381
4
42
$37,362,485
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Ethan Rhinehart Work History
Ethan has been registered as a financial advisor for 3 years.*
Accolade Investment Advisory
Accolade Investment Advisory
Russell Schwartzbeck
Northwestern Mutual Investment Services LLC
Massachusetts Mutual
Northwestern Mutual Life Inurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Bin 54
State Farm Agent Greg Lopeman
State Farm
Bonefish Grill
Bonefish Grill
University At Buffalo
University At Buffalo
*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 Ethan Rhinehart 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 Accolade Asset/Liability Advisory Services
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.