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Our financial advice team


Sam L. Rinehart, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Sam L. Rinehart

CFP®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Rinehart & Dayhoff
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Business Administration, Wright State University, Dayton, OH, 1976

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2012, 2014 - 2021
  • Five Star Wealth Manager, 2014 - 2015

Professional associations

  • The Financial Planning Association
  • Society of Financial Services Professionals

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Sam and his family live in Springboro, Ohio. When he is not at the office, Sam volunteers his time and energy to various charitable organizations.

In addition, Sam enjoys giving back to the organizations that helped him through his life such as Chaminade Julienne High School and it's Eagle Pride marching band.

In his spare time, Sam enjoys going to the gym, going for walks in his neighborhood or spending time in Hawaii.