Advisor at Ridinger Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ridinger Wealth Management, LLC
Location
Vancouver, WA 98684
Credentials
Series 66
Industry experience
19 years
Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.
Based on Ridinger Wealth Management, LLC
Based on Ridinger Wealth Management, LLC
$1,000 - $20,000 (negotiable, depending on scope and complexity)
$0 - $1,000,000: 1% > $1,000,000+: Negotiable
$300 per hour (negotiable)
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves right to terminate accounts deemed too small to manage effectively.
201 Ne Park Plaza Dr, Suite 200
Vancouver, WA 98684
Idaho · Louisiana · Oregon · Texas · Washington
Ridinger Wealth Management, LLC
2022 - Present (4 years)
Concierge Private Wealth Management, LLC
2018 - 2022 (4 years)
Fulcrum Wealth Management LLC
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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