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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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TR

Todd R. Rhine

ATLANTIS WEALTH ADVISORS
HILTON HEAD ISLAND, SC 29926
Some features on this profile are disabled
CRD#: 2384366
TR

Professional summary

Todd Robert Rhine, CFP® is a registered financial advisor currently at ATLANTIS WEALTH ADVISORS LLC located in Hilton Head Island, South Carolina and IBN FINANCIAL SERVICES, INC. located in Hilton Head Island, South Carolina.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Todd has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robert Rhine's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

June 4, 2015 - Present

ATLANTIS WEALTH ADVISORS LLC

Office #1: 7 Finch Street, Hilton Head Island, SC 29926
RIA
CRD#: 169956
HILTON HEAD ISLAND, SC
Current

October 30, 2015 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 21 Cardinal Road Suite 104, Hilton Head Island, SC 29926
RIA
BD
CRD#: 42360
Hilton Head Island, SC
Past

June 1, 2015 - October 30, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Hilton Head Island, SC
Past

March 18, 2003 - June 3, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
HILTON HEAD ISLAND, SC
Past

September 7, 1993 - June 3, 2015

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
HILTON HEAD ISLAND, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ATLANTIS WEALTH ADVISORS LLC
ATLANTIS WEALTH ADVISORS LLC | YOSEPH FINANCIAL STOREHOUSE | TODD RHINE PLANNING AND FINANCIAL PROFILE CLINIC, INC. | SOWER WEALTH GROUP | HORNER INVESTMENT GROUP | CAMELOT ADVISORS, LLC

CRD#: 169956 / SEC#: 801-79013

RIA
Registered Investment Advisory firm - (2/3/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(9/27/2023)
RR
California
(10/30/2015)
RR
Florida
(11/10/2018)
RR
Georgia
(10/30/2015)
RR
Louisiana
(1/3/2020)
RR
Michigan
(1/21/2026)
RR
New Jersey
(12/19/2024)
RR
New Mexico
(1/21/2016)
RR
New York
(3/1/2019)
RR
North Carolina
(10/30/2015)
RR
Ohio
(12/1/2022)
RR
Oregon
(10/30/2015)
RR
Pennsylvania
(1/20/2026)
IAR
South Carolina
(6/4/2015)
RR
South Carolina
(10/30/2015)
RR
Texas
(12/14/2016)
IAR
Texas
(4/11/2024)
RR
Utah
(11/18/2024)
RR
Wisconsin
(1/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/3/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ATLANTIS WEALTH ADVISORS LLC
ATLANTIS WEALTH ADVISORS LLC | YOSEPH FINANCIAL STOREHOUSE | TODD RHINE PLANNING AND FINANCIAL PROFILE CLINIC, INC. | SOWER WEALTH GROUP | HORNER INVESTMENT GROUP | CAMELOT ADVISORS, LLC

CRD#: 169956 / SEC#: 801-79013

RIA
Registered Investment Advisory firm - (2/3/2014 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1700 Woodlands Dr. Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0538
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATLANTIS WEALTH ADVISORS ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts773
AUM (Assets Under Management)$ 146,702,423

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATLANTIS WEALTH ADVISORS LLC

CRD#: 169956Hilton Head Island, SC 29926

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