Ryan M. Rinehart

DENALI FINANCIAL GROUP

TOPEKA, KS 66614

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CRD#: 6792964

Professional summary

Ryan Michael Rinehart, who also goes by Ryan Rinehart, is a registered financial advisor currently at DENALI FINANCIAL GROUP, LLC located in Topeka, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Rinehart

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 name of the other business - Denali Ins. Group, LLC the address of the other business - 2655 SW Wanamaker Rd. Suite B Topeka, KS 66614 the nature of the other business - Selling and providing guidance on Life Insurance products. your position; - Owner - Financial Advisory title, or relationship with the other business; - Owner - Financial Advisory the start date of your relationship - 07/25/2024 the approximate number of hours/month you devote to the other business - 10 the number of hours you devote to the other business during securities trading hours - 1 and briefly describe your duties relating to the other business; - Review client plans to determine if Life Insurance is a fit for their overall financial plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Rinehart'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

October 24, 2024 - Present

DENALI FINANCIAL GROUP, LLC

Office #1: 2655 Sw Wanamaker Road Suite B, Topeka, KS 66614

RIA

CRD#: 332383

TOPEKA, KS

Past

July 31, 2024 - November 15, 2024

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Topeka, KS

Past

January 12, 2022 - July 24, 2024

CARLSON FINANCIAL

RIA

CRD#: 295907

OVERLAND PARK, KS

Past

July 24, 2021 - December 31, 2021

CARLSON FINANCIAL

RIA

CRD#: 295907

Overland Park, KS

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

Kansas
(10/24/2024)

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: 7/24/2021

Uniform Investment Adviser Law Examination

Current Firm

DENALI FINANCIAL GROUP, LLC

DENALI FINANCE GROUP, LLC | DENALI FINANCIAL GROUP, LLC

CRD#: 332383 / SEC#:

Kansas

Registered Investment Advisory firm - (10/24/2024 Approved)

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Contact information

Main Address

2655 Sw Wanamaker Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(785) 230-1775

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 22,000,000

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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Ryan M. Rinehart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Rinehart's CRS (Customer Relationship Summary).

Certified licenses

Experience

DENALI FINANCIAL GROUP, LLC

COPPELL ADVISORY SOLUTIONS LLC

CARLSON FINANCIAL

CARLSON FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2021

Current Firm

DENALI FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DENALI FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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