Patrick Renn, financial advisor Atlanta GA

Patrick Renn

CRD Number: 374144
Current Firm: The Renn Wealth Management Group, Inc.

Patrick Renn (CRD# 374144) is an Investment Advisor Representative working at The Renn Wealth Management Group, Inc. in Atlanta, GA and has over 42 years of experience in the finance industry.

Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Peter Abbate, financial advisor Atlanta GA
Peter Abbate
CRD# 6127350
Merit Financial Advisors
Company Name Location Dates Years
Alliance For Christian Media Atlanta, GA May 2019 - Current 3
Finding Your Money's Greater Purpose Atlanta, GA Jul 2016 - Current 6
The Renn Wealth Management Group, Inc. Atlanta, GA Jul 2010 - Current 12
3205 Investors LLC Atlanta, GA May 2008 - Current 14
Forum Management Atlanta, GA Jul 2006 - Current 16
Non-variable Insurance Atlanta, GA Jun 2006 - Current 16
Bisys Exceptional Producer Suwanee, GA Apr 2005 - Current 17
Bisys Atlanta, GA Jan 2003 - Current 19
Registered Investment Atlanta, GA Dec 2001 - Current 20
The Renn Wealth Management Group Atlanta, GA Dec 2001 - Current 20
Raymond James Financial Services, Inc. Atlanta, GA Apr 1975 - Current 47
Spardata Annopolis, MD Dec 2004 - Dec 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1980
Contact Info for Patrick G. Renn
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $483,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA

Ready to hire a financial advisor? Get competitive proposals from Patrick Renn and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.