Renae Coffman, financial advisor Delta CO
93 score

Renae Coffman

CRD Number: 5614989
Current Firm: Edward Jones

Renae Coffman (CRD# 5614989) is an Investment Advisor Representative working at Edward Jones in Delta, CO and has over 7 years of experience in the finance industry.

Similar Advisors
Tobias King, financial advisor Delta CO
Tobias A. King
CRD# 5564586
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Adam Miller, financial advisor Delta CO
Adam J. Miller
CRD# 5317765
Elderado Financial, Inc.
Score
96
Similar Advisors
Jason Napoli, financial advisor Delta CO
Jason G. Napoli
CRD# 3116306
High Country Capital Management
Score
96
Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2008 - Current 8
American General Grand Junction, CO Jul 2008 - Oct 2008 < 1
Dex Grand Junction, CO Jul 2008 - Jul 2008 < 1
Wells Fargo Financial Twin Falls, ID Sep 2000 - Jun 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Renae M. Coffman
Phone Number: 314-515-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.