Austin E. Rinard

WEALTH EASE WEALTH MANAGEMENT

MARSHALL, MI 49068

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CRD#: 5898317

Professional summary

Austin Erwin Rinard MR., CFP®, who also goes by Austin Erwin Rinard Mr., is a registered financial advisor currently at WEALTH EASE WEALTH MANAGEMENT located in Marshall, Michigan.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Austin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Austin Erwin Rinard Mr.

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.

5/2011: Insurance Agent. Various carriers. Not investment related. Time spent= less then 10% per month. 12/2023: Party Time Events. Party rental business. Co-Owner. Not investment related. Time spent= 1-2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Erwin Rinard MR.'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 21, 2025 - Present

WEALTH EASE WEALTH MANAGEMENT

Office #1: 1106 S Kalamazoo Ave, Marshall, MI 49068

RIA

CRD#: 332595

MARSHALL, MI

Past

May 16, 2012 - January 23, 2025

MILLER FINANCIAL SERVICES LLC

RIA

CRD#: 143788

MARSHALL, MI

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

Indiana
(1/22/2025)

IAR

Michigan
(1/21/2025)

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: 3/3/2012

Uniform Investment Adviser Law Examination

Current Firm

WEALTH EASE WEALTH MANAGEMENT

WEALTH EASE WEALTH MANAGEMENT | WEALTH EASE WEALTH MANAGEMENT LLC

CRD#: 332595 / SEC#:

Indiana

Registered Investment Advisory firm - (1/22/2025 Approved)

Michigan

Registered Investment Advisory firm - (8/23/2024 Approved)

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Contact information

Main Address

1106 S Kalamazoo Ave, Marshall, MI 49068

Mailing Address

Phone number

(269) 781-8371

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Austin E. Rinard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Erwin Rinard MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH EASE WEALTH MANAGEMENT

MILLER FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2012

Current Firm

WEALTH EASE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

WEALTH EASE WEALTH MANAGEMENT

TRUST BUT VERIFY

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