Joseph D. Ridinger

RIDINGER WEALTH MANAGEMENT

Vancouver, WA 98684

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CRD#: 5117490

Professional summary

Joseph Dale Ridinger, who also goes by Joe Ridinger, is a registered financial advisor currently at RIDINGER WEALTH MANAGEMENT, LLC located in Vancouver, Washington.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joseph has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Ridinger

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) Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. (2) Independent insurance agent, since 3/2006, not investment related, about 10 hours per month; about 2 hours per month during securities trading hours. (3) Joseph D Ridinger is a Co-Owner of Crescent Legacy Holdings, LLC, a company that distributes construction and building related products. He spends approximately 2 hours per month on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Dale Ridinger'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®

None

Experience

Current

April 28, 2022 - Present

RIDINGER WEALTH MANAGEMENT, LLC

Office #1: 201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684

RIA

CRD#: 321166

Vancouver, WA

Past

March 12, 2018 - February 24, 2023

CONCIERGE PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 152886

VANCOUVER, WA

Past

June 5, 2006 - January 12, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VANCOUVER, WA

Past

May 8, 2006 - January 12, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

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

Idaho
(9/7/2022)

IAR

Louisiana
(9/12/2022)

IAR

Oregon
(8/30/2022)

IAR

Texas
(4/28/2022)

IAR

Washington
(8/29/2022)

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 66

Date: 6/2/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/5/2006

General Securities Representative Examination

Current Firm

RIDINGER WEALTH MANAGEMENT, LLC

CRD#: 321166 / SEC#:

Idaho

Registered Investment Advisory firm - (9/1/2022 Approved)

Louisiana

Registered Investment Advisory firm - (9/12/2022 Approved)

Oregon

Registered Investment Advisory firm - (8/30/2022 Approved)

Texas

Registered Investment Advisory firm - (4/28/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/29/2022 Approved)

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Contact information

Main Address

201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684

Mailing Address

Phone number

(503) 332-0797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 55,637,975

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.

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Joseph D. Ridinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Dale Ridinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIDINGER WEALTH MANAGEMENT, LLC

CONCIERGE PRIVATE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2006

SIE

Date: 1/12/2018

Series 7

Date: 5/5/2006

Current Firm

RIDINGER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RIDINGER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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