Renee Kremm, financial advisor Bethesda MD

Renee Kremm

CRD Number: 4255408
Current Firm: Prudential Financial Planning Services

Renee Kremm (CRD# 4255408) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bethesda, MD and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Prudential Insurance Company Of America Hunt Valley, MD Dec 2019 - Current 1
Pruco Securities LLC Hunt Valley, MD Dec 2019 - Current 1
Eagle Strategies LLC Arnold, MD Nov 2009 - Dec 2019 10
Nylife Securities LLC Towson, MD Oct 2009 - Dec 2019 10
New York Life Insurance Company Towson, MD Sep 2009 - Dec 2019 10
Windward Financial Annapolis, MD Sep 2013 - Oct 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2001
S63 Uniform Securities State Law Examination Oct 2000
Contact Info for Renee R. Kremm
Phone Number: 800-235-7637
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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