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Ryan Rinehart

4 Years of Experience
Topeka, KS
Sells Insurance

Ryan Rinehart is a registered investment advisor at Denali Financial Group, LLC, based in Topeka, KS, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 21 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$22.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.75%
$4M+0.65%

Fees include the Sub-Advisor's fee, if applicable. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2655 SW Wanamaker Road, Suite B, Topeka, KS, 66614

Get directions

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

Ryan is the owner and financial advisor at Denali Ins. Group, LLC, where he sells and provides guidance on life insurance products. He spends a few hours per week reviewing client plans to determine if life insurance is a fit.

Employment History
Current Registrations
Denali Financial Group, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Coppell Advisory Solutions LLC
July 2024 - November 2024 · 4 mos
Carlson Financial
January 2022 - July 2024 · 2 yrs 6 mos
Carlson Financial
July 2021 - December 2021 · 5 mos
State Registrations1 state
KS
Advisor

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.
Ryan Rinehart - Financial Advisor | TrueAdvisor