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 40 years of experience in the finance industry.

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Company Name Location Dates Years
3205 Investors LLC Atlanta, GA May 2008 - Current 12
Forum Management Atlanta, GA Jul 2006 - Current 14
Non-variable Insurance Atlanta, GA Jun 2006 - Current 14
Bisys Exceptional Producer Suwanee, GA Apr 2005 - Current 15
Bisys Atlanta, GA Jan 2003 - Current 18
Registered Investment Atlanta, GA Dec 2001 - Current 19
The Renn Wealth Management Group, Inc. Atlanta, GA Jul 2001 - Current 19
Raymond James Financial Services, Inc. Atlanta, GA Apr 1975 - Current 45
Spardata Annopolis, MD Dec 2004 - Dec 2013 9
Business Enterprise Institute Atlanta, GA May 2004 - Dec 2010 6
Art Sales Atlanta, GA Oct 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1980
Contact Info for Patrick G. Renn
Phone Number: 404-467-9882
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $480,065
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

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