Stacey RennCRD Number: 6531820
Current Firm: Wells Fargo Clearing Services, LLC
Stacey Renn (CRD# 6531820) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Janesville, WI and has over 6 years of experience in the finance industry.
Thrivent Investment Management Inc.
|Wells Fargo Clearing Services LLC||Janesville, WI||Nov 2018 - Current||3|
|Bmo Harris||Janesville, WI||May 2010 - Nov 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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