KR
CFP
KR
CFP

Kevin Douglas Rinow

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

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Location

47 Maple Street, Suite 104, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Journey Strategic Wealth LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2012 - March 2021 · 8 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2012 - March 2021 · 8 yrs 10 mos
Morgan Stanley Smith Barney LLC
May 2011 - February 2012 · 9 mos
Morgan Stanley Smith BarneyBroker
April 2011 - February 2012 · 10 mos
State Registrations5 states
CAHINYORTX
Advisor
Exams
No exam information available for this advisor.