Kevin Rinow (CRD# 5890805) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 12 years of experience in the finance industry. Kevin Rinow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Strategic Wealth LLC | Alamo, CA | Mar 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2015 - Mar 2021 | 5 |
| Kristin Bartlow / Northwestern | San Francisco, CA | Aug 2015 - Mar 2021 | 5 |
| Northwestern Mutual Investment Services, LLC | San Francisco, CA | May 2012 - Mar 2021 | 8 |
| Northwestern Mutual Investment Services, LLC | San Francisco, CA | Sep 2015 - Mar 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | San Francisco, CA | May 2013 - Aug 2015 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- CA
-
Total Assets Under Management2,726MILLIONS
-
Total Number of Accounts1,547ACCOUNTS
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Average Account Value$1,762,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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