Unclaimed Profile

Scott Michael Rinehart

CARLSON & COMPANY FINANCIAL SERVICES, LLC·TOPEKA, Kansas

Series 65Clean record8 years registeredCARLSON & COMPANY FINANCIAL SERVICES, LLC

1201 SW OAKLEY AVENUE, TOPEKA, KS 66604CRD# 6849914Firm CRD# 295907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Michael Rinehart · TOPEKA, KS

Registration

CRD #6849914 · CARLSON & COMPANY FINANCIAL SERVICES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

TRIAD WEALTH PARTNERS, LLC

Jan 2024 – present

TRIAD WEALTH PARTNERS, LLC

Dec 2023 – Dec 2023

LAWRENCE, KS

VERIFI FINANCIAL

Nov 2022 – Dec 2023

TOPEKA, KS

CARLSON FINANCIAL

Jan 2022 – Aug 2023

TOPEKA, KS

CARLSON FINANCIAL

Oct 2018 – Dec 2021

TOPEKA, KS

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Aug 2017 – Apr 2019

Topeka, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARLSON & COMPANY FINANCIAL SERVICES, LLC

CRD 295907 · SEC 801-113595

AUM

$509M

Regulatory assets under management

Employees

2,779 client accounts

Services offered by CARLSON & COMPANY FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARLSON & COMPANY FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Michael Rinehart offer?

Scott Michael Rinehart specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.

What are Scott Michael Rinehart's credentials?

Scott Michael Rinehart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Michael Rinehart located?

Scott Michael Rinehart is based in TOPEKA, Kansas, working with CARLSON & COMPANY FINANCIAL SERVICES, LLC. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.

How does Scott Michael Rinehart charge for services?

Scott Michael Rinehart's firm is compensated through percentage of aum, other: commissions on insurance product sales. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARLSON & COMPANY FINANCIAL SERVICES, LLC?

CARLSON & COMPANY FINANCIAL SERVICES, LLC has approximately 27 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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