TR
Todd R. Rhine
ATLANTIS WEALTH ADVISORS LLC
HILTON HEAD ISLAND, SC 29926
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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.
1)FINANCIAL PROFILE CLINIC INC & THE HERITAGE INSTITUTE; NON INV REL;21 CARDINAL ROAD, SUITE 104, HILTON HEAD ISLAND, SC 29926; INSURANCE BROKERAGE; PRESIDENT - START 10/01/1988; HERITAGE DESIGN PROFESSIONAL, MULTI-GENERATIONAL LEADERSHIP TRANSFER; NON INV-RELATED; 50 HRS/MTH, ALL DURING TRADING HRS. FINANCIAL PROFILE CLINIC INC, INSURANCE BROKERAGE OPERATIONS. REVIEW OF HEALTH LIFE AND DI PRODUCTS. 2) RB Group Holdings, Non Investment Related, 21 CARDINAL ROAD, SUITE 104, Hilton Head, SC, Building Owner, Start 11/1/21, 5 hours per month, 5 trading hours per month. Own and manage commercial property with 3 tenants, 1 of them being family flooring business. 3) RH BOOKS SINCE 9/15 7/09 NOT INVEST REL 21 CARDINAL ROAD, SUITE 104, HILTON HEAD ISLAND, SC 29926; PRODUCTION AND DISTRIBUTION OF BOOKS; PARTNER; 10 HRS/MO 10 DUR TRD HRS; FACILITATION OF FICTIONAL BOOK DEVELOPMENT AND DISTRIBUTION. 4)1ST PRESBYTERIAN CHURCH; NONINV RELATED; 540 WILLIAM HILTON PKWY HILTON HEAD,SC 29928; Endowment Committee Consultant; 07/01/2011; 2HR/MON; 2 Trading HR/MON; 5) ATLANTIS WEALTH ADVISORS LLC. INVESTMENT RELATED. 21 CARDINAL ROAD, SUITE 104. RIA. IAR. START 6/1/2015. 100 HOURS PER MONTH, 100 DURING TRADING. FINANCIAL DESIGN AND INVESTMENT ANALYSIS PLANNING. 6) RB Flooring, Non Investment Related, 21, Cardinal Rd., Ste 101, Hilton Head, SC. Flooring store. Position - member. Start 11/1/21. Hours per month 20, Trading hours 0. Holds primary interest in family flooring store. Duties include consulting, financial review, accounting review, and operations review.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Robert Rhine's 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®
Start date: 2006
Experience
Current
June 4, 2015 - Present
ATLANTIS WEALTH ADVISORS LLC
Office #1: 7 Finch Street, Hilton Head Island, SC 29926RIA
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 29926RIA
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
Kansas(6/1/2016)
RR
Louisiana(1/3/2020)
RR
Maryland(5/21/2018)
RR
Massachusetts(10/30/2015)
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)
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
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
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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 (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 773 |
| AUM (Assets Under Management) | $ 146,702,423 |
Red Flags
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