Matthew Rinkey has been President/Chief Compliance Officer of Rinkey Investments since February 2009, is a control person of the firm and directly owns 75% or more of it. Matthew Rinkey holds a Degree in Finance, Investment & Banking from the University of Wisconsin-Madison School of Business.
Rinkey Investments is a San Diego, CA firm with $471M under management, 215 clients and 9 advisers across 9 offices, as of its May 2026 filing.
Matt Rinkey is Founder & Chief Financial Life Officer of Illumination Wealth Management. After college in 2003 he worked in a training program for Kellogg Capital Group. By the end of 2006 he was a Senior Analyst for an investment fund, managing a team of five, and in 2009 he founded Illumination Wealth Management.
Matthew Rinkey’s longest registration is the current one, 17 years at Rinkey Investments since 2009.
- Ben Rinkey and Associates, LLC– · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 166531
- – present · 17 yearsSan Diego, CA · Adviser representative · Firm CRD 149576
Investment adviser representative registrations
Matthew Rinkey is registered as an investment adviser representative in 7 states. The first approvals date from April 2009; the most recent is New York, in August 2021.
- CaliforniaSince 29 April 2009
- ColoradoSince 18 August 2021
- FloridaSince 21 November 2017
- IllinoisSince 26 January 2011
- MinnesotaSince 6 November 2013
- New YorkSince 23 August 2021
- TexasSince 16 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2009 |
| Series 24 | General Securities Principal Examination | 28 September 2006 |
| Series 55 | Limited Representative-Equity Trader Exam | 24 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 2004 |
| Series 7 | General Securities Representative Examination | 25 March 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Seth Rinkey
- CRD
- 4704464
- Firm
- Rinkey Investments · CRD 149576
- Role
- President/Chief Compliance Officer
- Office
- 11622 EL CAMINO REAL, SUITE 100, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- illuminationwealth.com
Where does Matthew Rinkey work?
Matthew Rinkey has been President/Chief Compliance Officer of Rinkey Investments since February 2009, and is a control person of the firm.
Is Matthew Rinkey a financial advisor?
Yes. Matthew Rinkey has a current investment-adviser registration in California, Colorado, Florida, Illinois, Minnesota, New York and Texas, through Rinkey Investments since April 2009.
How many years of experience does Matthew Rinkey have?
Matthew Rinkey has 17 years in the financial industry, since April 2009, across 2 adviser firms.
What exams has Matthew Rinkey passed?
Matthew Rinkey has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 24 and Series 65. The earliest, the Series 7, was passed in March 2004.
Where is Matthew Rinkey based?
Matthew Rinkey’s registered office is in San Diego, CA.
Is Matthew Rinkey registered with FINRA?
No. Matthew Rinkey has no current broker registration.
How can I verify Matthew Rinkey’s record?
Search CRD 4704464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Rinkey’s full registration record.