David Kim
Investment adviser representative at Illumination Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$471.1MFirm assets
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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.
- Illumination Wealth ManagementAug 2025 to now
- Ip Financial Advisory Services LLCMay 2024 to Apr 2025
- Greatstone Wealth LLCMar 2024 to Aug 2025
- Sharenett Securities LLCApr 2023 to Nov 2023
- Duffy Financial LLCDec 2020 to Mar 2024
- Sanders Maintenance & Snow PlowingNov 2018 to Jun 2021
- University of CincinnatiJan 2015 to Dec 2019
- Cvs PharmacyNov 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Illumination Wealth Management
Legal name: Rinkey Investments
$471.1MAssets managed
215Clients
10Advisers
4 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
- 7316818
- Firm CRD
- 149576