Renae Coffman, financial advisor Delta CO

Renae Coffman

CRD Number: 5614989
Current Firm: Cetera Investment Advisers LLC

Renae Coffman (CRD# 5614989) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delta, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Renae Coffman Wealth Management Group, LLC Delta, CO May 2020 - Current 3
Cetera Advisors LLC Denver, CO May 2020 - Current 3
Rcwmg Rental, LLC Delta, CO May 2020 - Current 3
L&c Center Delta, CO Jan 2017 - Current 7
Edward Jones St Louis, MO Nov 2008 - May 2020 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Renae M. Coffman
Phone Number: 888-528-2987
Registered State(s):
  • CO
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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