Damien Rennie (CRD# 6452558) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has 1 year of experience in the finance industry.
He specializes in financial planning and investing for individuals and couples. He's passionate about keeping expense ratios as low as possible so investors can have the greatest chance for success.
As a young advisor, he's very comfortable utilizing technology to streamline the investing, planning and communication pieces of the financial industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skyoak Wealth Management | Las Vegas, NV | Jun 2020 - Current | 3 |
| Skyoak Wealth, LLC | Las Vegas, NV | Feb 2019 - Jun 2020 | 1 |
| Skyoak Wealth Management | Medford, OR | Apr 2015 - Feb 2019 | 3 |
| Southern Oregon University | Ashland, OR | Jan 2012 - Jun 2015 | 3 |
| Skyoak Wealth Management | Medford, OR | Jan 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
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Total Assets Under Management179MILLIONS
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Total Number of Accounts664ACCOUNTS
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Average Account Value$269,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NE, NH, NV, OR, TX, WA
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