Michael G. Rinaldi

TFO WEALTH PARTNERS

MORELAND HILLS, OH

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CRD#: 3008708

Professional summary

Michael Glenn Rinaldi, AIF®, who also goes by Michael Rinaldi, Mike Rinaldi, is a registered financial advisor currently at TFO WEALTH PARTNERS located in Moreland Hills, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Rinaldi | Mike Rinaldi

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 Michael Glenn Rinaldi'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 11, 2026 - Present

TFO WEALTH PARTNERS

RIA

CRD#: 124407

MORELAND HILLS, OH

Past

February 28, 2024 - April 3, 2026

ENZA FINANCIAL, LLC

RIA

CRD#: 315827

INDEPENDENCE, OH

Past

February 23, 2024 - February 28, 2024

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

INDEPENDENCE, OH

Past

February 2, 2024 - April 1, 2026

M HOLDINGS SECURITIES, INC.

CRD#: 43285

INDEPENDENCE, OH

Past

July 1, 2022 - February 9, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRECKSVILLE, OH

Past

June 20, 2022 - January 24, 2024

RETURN ON LIFE WEALTH PARTNERS

RIA

CRD#: 112879

CLEVELAND, OH

Past

June 17, 2022 - February 9, 2024

LPL FINANCIAL LLC

CRD#: 6413

BRECKSVILLE, OH

Past

March 14, 2014 - May 18, 2022

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

January 2, 2013 - March 17, 2014

MML DISTRIBUTORS, LLC

CRD#: 38030

SPRINGFIELD, MA

Past

January 1, 2009 - January 2, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

CUMMING, GA

Past

June 9, 1999 - January 1, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

CUMMING, GA

Past

June 24, 1998 - May 5, 1999

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

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".

TFO WEALTH PARTNERS

CRD#: 124407 / SEC#: 801-62074

RIA

Registered Investment Advisory firm - (5/28/2003 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/18/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/2/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TFO WEALTH PARTNERS

CRD#: 124407 / SEC#: 801-62074

RIA

Registered Investment Advisory firm - (5/28/2003 Approved)

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Contact information

Main Address

1440 Arrowhead Drive, Maumee, OH 43537

Mailing Address

Phone number

(419) 891-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TFO WEALTH PARTNERS, LLC FORM ADV PART 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	5,141
AUM (Assets Under Management)	$ 4,852,786,561

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2025	Cover Page	Report
10/14/2024	Cover Page	Report
09/21/2023	Cover Page	Report
02/27/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael G. Rinaldi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Glenn Rinaldi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENZA FINANCIAL, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

LPL FINANCIAL LLC

RETURN ON LIFE WEALTH PARTNERS

LPL FINANCIAL LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MML DISTRIBUTORS, LLC

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

TFO WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2022

Series 63

Date: 1/31/2000

SIE

Date: 10/1/2018

Series 6

Date: 3/2/1998

Current Firm

TFO WEALTH PARTNERS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TFO WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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