Kelly Renner (CRD# 4496278) is an Investment Advisor Representative working at Rossby Financial, LLC in Augusta, GA and has over 21 years of experience in the finance industry. Kelly Renner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rossby Financial , LLC | Melbourne, FL | Dec 2023 - Current | < 1 |
| Legal Shield | Augusta, GA | Oct 2012 - Current | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2016 - Dec 2023 | 7 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2016 - Dec 2023 | 7 |
| H.d.vest Insurance Agency | Irving, TX | Apr 2014 - Feb 2016 | 1 |
| Aflac | Augusta, GA | Mar 2014 - Feb 2016 | 1 |
| H.d.vest Insurance Services | Irving, TX | Dec 2013 - Feb 2016 | 2 |
| H.d. Vest Advisory Services | Perrysburg, OH | Apr 2007 - Feb 2016 | 8 |
| H.d. Vest Investment Services | Shelby Twp, MI | Dec 2003 - Feb 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- FL
- GA
- MD
- MI
- NC
- SC
- TX
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$198,419
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, DC, FL, GA, ID, IL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WI, WV
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 derived from SEC.gov data covering 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.
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.