Karen Rinehart, financial advisor Atlanta GA
69 score

Karen Rinehart

CRD Number: 3061395
Current Firm: Consolidated Planning Corp

Karen Rinehart (CRD# 3061395) is an Investment Advisor Representative working at Consolidated Planning Corp in Atlanta, GA and has over 18 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Similar Advisors
Matthew Fassnacht, financial advisor Atlanta GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Similar Advisors
Edward Wilcox, financial advisor Atlanta GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Company Name Location Dates Years
Raymond James Financial Services, Inc. Atlanta, GA Jul 2013 - Current 3
Consolidated Planning Corp Atlanta, GA Jun 2013 - Current 3
Mml Investors Services Atlanta, GA Sep 2012 - Jul 2013 < 1
Mass Mutual Atlanta, GA Aug 2012 - Jul 2013 < 1
Capstone Atlanta, GA Aug 2012 - Jun 2013 < 1
Henssler Financial Kennesaw, GA Feb 1998 - Jul 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Karen D. Rinehart
Phone Number: 404-892-1995
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Karen Rinehart and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.