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Andrew Nicholas Rineck

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1477 S Knowles Ave, Suite 200, New Richmond, WI, 54017

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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

Andrew works as a tax preparer, a captain/firefighter for the City of River Falls, a firefighter/EMT for the City of Cottage Grove, and for Alera Group as a W2 employee in insurance/benefits/human resources. He is also a registered representative with Osaic Wealth, a financial advisor for Alera Group selling fixed insurance, and a registered investment advisory representative for Alera Group, dedicating full-time hours to this role.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2025 - Present · 9 mos
Osaic Wealth, INC.Broker
May 2025 - Present · 9 mos
Alera Investment Advisors, LLC
May 2025 - Present · 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2017 - June 2025 · 7 yrs 8 mos
Cambridge Investment Research, INC.Broker
October 2017 - June 2025 · 7 yrs 8 mos
MML Investors Services, LLC
December 2015 - October 2017 · 1 yr 10 mos
MML Investors Services, LLCBroker
June 2015 - October 2017 · 2 yrs 4 mos
State Registrations8 states
FLIAILMNNDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Nicholas Rineck - Financial Advisor | TrueAdvisor