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JR
CFP
JR
CFP

Jacob Rinvelt

Kestra Advisory Services, LLC
11 Years of Experience
Grand Rapids, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Rinvelt is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Grand Rapids, MI, with 11 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1700 East Beltline NE, Ste. 150, Grand Rapids, MI, 49525

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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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Other Business ActivitiesSells Insurance

Jacob is a registered representative with Rinvelt & David, LLC, engaging in financial planning and securities trading nearly full-time. He also provides investment advisory services through Kestra Advisory Services, LLC, dedicating full-time hours to meeting with clients and financial planning.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
NFP Advisor Services, LLC
January 2016 - September 2016 · 8 mos
State Registrations27 states
AZCACOFLGAIAILINKYMAMDMIMNMONCNJNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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