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Edward Vents Rimbenieks

Investment adviser representative at Sharp Financial
10 yearsExperience
1 stateRegistered in
$502.1MFirm assets
9 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. J Alden Associates, Inc.Jul 2022 to now
  2. Sharp Wealth Advisory dba the Sharp Financial GroupDec 2019 to now
  3. Sharp FinancialNov 2017 to now
  4. Purshe Kaplan Sterling Investments, IncNov 2017 to Jul 2022
  5. Sharp Financial Services, LLC d/b/a the Sharp Financial GroupNov 2017 to Dec 2019
  6. UnemployedSep 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (PA).

Sharp Financial

Legal name: Sharp Wealth Advisory, LLC

$502.1MAssets managed
194Clients
6Advisers
9 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
4616210
Firm CRD
289325
Advisor's SEC record (opens in a new tab)
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