Ryan Rinehart
Advisor at Denali Financial Group, 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.
Advisor at Denali Financial Group, 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.
Location
Topeka, KS 66614
Credentials
Series 65
Industry experience
4 years
Ryan Rinehart is a financial advisor with Denali Financial Group, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Carlson Financial, Thrivent Investment Management, and Boomer Consulting. In addition to his advisory work, he owns Denali Insurance Group, where he provides guidance on life insurance products as part of clients’ overall financial plans. Denali Financial Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm’s services are tailored to client goals and may include asset allocation, dollar-cost averaging, and both long- and short-term strategies.
Based on Denali Financial Group, LLC
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.75% $4,000,001+: 0.65%
Fee-only: Fixed fees for financial planning services range from $5,000 to $15,000 per project; fees are negotiable depending on complexity.
2655 Sw Wanamaker Road, Suite B
Topeka, KS 66614
Kansas
Denali Financial Group, LLC
2024 - Present (2 years)
Denali Insurance Group
2024 - Present (2 years)
Coppell Advisory Solutions
2024 - 2024 (1 year)
Carlson Financial
2021 - 2024 (3 years)
Thrivent Investment Management Inc
2020 - 2020 (1 year)
Boomer Consulting
2020 - 2021 (1 year)
Logan Business Machines
2019 - 2020 (1 year)
Payless ShoeSource
2017 - 2019 (2 years)
SE2
2015 - 2017 (2 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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