Erik Robert Rinehold
Investment adviser representative at Summit Financial, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm assets
Are you Erik Robert Rinehold? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Jun 2025 to now
- Summit Financial, LLCJun 2025 to now
- Cambridge Investment Research Advisors, Inc.Aug 2024 to Jun 2025
- Cambridge Investment Research, Inc.Aug 2024 to Jun 2025
- Nerantzis Investment Advisory GroupMar 2021 to Jul 2024
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Jul 2024
- Raymond James Financial Services, Inc.Feb 2021 to Jul 2024
- Eagle Strategies LLCJan 2020 to Feb 2021
- Maven FinancialSep 2019 to Feb 2021
- Nylife Securities LLCSep 2019 to Feb 2021
- MassmutualMar 2018 to Sep 2019
- MML Investors ServicesMar 2018 to Sep 2019
- Merrill LynchFeb 2017 to Feb 2018
- Mercer Chiefs Youth Hockey OrganizationMay 2015 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 6431439
- Firm CRD
- 299322