Steven Michael Rinn
Investment Adviser Representative at HBKS Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Michael Rinn is an investment adviser representative with HBKS Wealth Advisors in Erie, PA, where they have been registered since 2005. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Purshe Kaplan Sterling Investments and Securities America, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, Louisiana, New York, Ohio, Pennsylvania, and Texas.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Louisiana, New York, Ohio, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HBK Sorce Financial LLCSep 2005 – no end date reportedErie, PA
- HBK Sorce Advisory LLCSep 2005 – no end date reportedErie, PA
- HBK Sorce Insurance LLCSep 2005 – no end date reportedErie, PA
- Purshe Kaplan Sterling InvestmentsJan 2009 – Dec 2020Albany, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HBKS Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, portfolio management, wealth management, estate planning, and access to accounting, tax, and advisory services through affiliate HBK CPAs & Consultants
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 73
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Erie, PA
- SEC file number:
- 801-60424
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at HBKS Wealth Advisors
Showing 12 of 73 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Michael Rinn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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