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Michael Glenn Rinaldi

Tfo Wealth Partners

Maumee, OH

Moreland Hills, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-11
  • OH RA
    APPROVED
    Since 2026-05-11

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Moreland Hills, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Distributors, Inc. Radnor PA 02/2014 06/2023
Lpl Financial Llc Brecksville OH 06/2022 01/2024
Planned Financial Services Cleveland OH 06/2022 01/2024
M Holdings Securities, Inc. Portland OR 02/2024 03/2026
Enza Financial, Llc Independence OH 02/2024 03/2026
Tfo Wealth Partners Maumee OH 04/2026 Present
Lincoln Financial Distributors Moreland Hills OH 03/2014 05/2022
  • 02/2014 → 06/2023
    Lincoln Financial Distributors, Inc.
    Radnor, PA
  • 06/2022 → 01/2024
    Brecksville, OH
  • 06/2022 → 01/2024
    Planned Financial Services
    Cleveland, OH
  • 02/2024 → 03/2026
    Portland, OR
  • 02/2024 → 03/2026
    Independence, OH
  • 04/2026 → Present
    Maumee, OH
  • 03/2014 → 05/2022
    Lincoln Financial Distributors
    Moreland Hills, OH
Previous Registrations
Other Businesses

ALLIANCE FOR HEALTH YOUTH / NON-INVESTMENT RELATED / 460 White Pond Dr., Suite 300, Akron, Ohio 44320 / NON PROFIT ORGANIZATION THAT EMPOWERS, ENCOURAGES, AND EDUCATES YOUTH TO MAKE AND KEEP HEALTHY LIFESTYLES / BOARD MEMBER / START DATE 2023 / 2 HOURS PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS TFO INSURANCE PARTNERS / INVESTMENT RELATED / 1440 ARROWHEAD DRIVE, MAUMEE, OH 43537 / INDEPENDENT LIFE, HEALTH INSURANCE AGENT SELLING LIFE, DISABILITY, FIXED ANNUITIES, ACCIDENT, HEALTH, AND LONG-TERM CARE INSURANCE / START DATE 05/2026 / 0-5 HOURS MONTLHY DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-18
S63 Uniform Securities Agent State Law Examination 2000-01-31
  • S65 Uniform Investment Adviser Law Examination
    2022-06-18
  • S63 Uniform Securities Agent State Law Examination
    2000-01-31
Other Names
  • Mike Rinaldi
  • Michael Rinaldi

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