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Chad R

Series 63, Series 66

Rochester, MI

Edward Jones

Chad Rinke is a financial advisor with Edward Jones in Rochester, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Rinke serves as a trustee on the board of the Community Foundation of Greater Rochester and participates on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with more than 23,700 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven M

Series 66

Rochester, MI

Edward Jones

Steven Mc Grath is a financial advisor with Edward Jones in Rochester, MI, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Edward Jones and Woodland Direct Inc. He serves as Secretary and Board Member for the Great Pines Estates Association in Oxford, MI, where he records meeting minutes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Real estate investing Military & Veterans Founder/Business Owner
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