Chiara RenningerCRD Number: 3114526
Current Firm: Herbein Wealth Management, LLC
Chiara Renninger (CRD# 3114526) is an Investment Advisor Representative working at Herbein Wealth Management, LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Chiara Renninger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Buckingham Asset Management, LLC||Clayton, MO||Jul 2016 - Current||< 1|
|Herbein Wealth Management LLC||Wyomissing, PA||Jan 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management284MILLIONS
Total Number of Accounts1,109ACCOUNTS
Average Account Value$256,081
- 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)
DE, FL, NH, PA, SC, TX