Michael Glenn Rinaldi
Investment adviser representative at Tfo Wealth Partners
12 yearsExperience
1 stateRegistered in
$5.7BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tfo Wealth PartnersApr 2026 to now
- Enza Financial, LLCFeb 2024 to Mar 2026
- M Holdings Securities, Inc.Feb 2024 to Mar 2026
- LPL Financial LLCJun 2022 to Jan 2024
- Planned Financial ServicesJun 2022 to Jan 2024
- Lincoln Financial Distributors, Inc.Feb 2014 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3008708
- Firm CRD
- 124407