AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

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.

Pricing
For Advisors
Austin Erwin Rinard

Austin E. Rinard

WEALTH EASE WEALTH MANAGEMENT
MARSHALL, MI 49068
Some features on this profile are disabled
CRD#: 5898317
Austin Erwin Rinard

Professional summary

Austin Erwin Rinard, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Erwin Rinard'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
Michigan
(1/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2012
Uniform Investment Adviser Law Examination

Current Firm

WE
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV
0

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

WEALTH EASE WEALTH MANAGEMENT

CRD#: 332595Marshall, MI 49068

TRUST BUT VERIFY

Monitor Austin Rinard

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

YM
Yannis MooreAdvisorCheck Check Mark
LPL FINANCIAL LLC
PR
FORT MILL, SC
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
PW
Paul WeinbergAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
PR
NEW YORK, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.