Rnp Advisory Services, Inc.

Rnp Advisory Services, Inc. (CRD# 113354) is a financial advisory firm headquartered in Morgan Hill, CA. They manage $300,498,000 in 910 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    910
    ACCOUNTS
  • Average Account Value
    $330,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Rnp Advisory Services, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Brenda L. Friederich
CRD#: 4630119
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
96
Wealthminder
score

Brenda Friederich (CRD# 4630119) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 13 years of experience in the finance industry. Brenda Friederich 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.

2
Tracy L. Newquist
CRD#: 4338710
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
93
Wealthminder
score

Tracy Newquist (CRD# 4338710) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 15 years of experience in the finance industry.

3
James C. Taylor
CRD#: 4827930
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
93
Wealthminder
score

James Taylor (CRD# 4827930) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 11 years of experience in the finance industry.

4
Lee Michael Murphy
CRD#: 5852214
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
90
Wealthminder
score

Lee Michael Murphy (CRD# 5852214) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 5 years of experience in the finance industry.

5
Carl H. Reinhardt
CRD#: 373659
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
86
Wealthminder
score

Carl Reinhardt (CRD# 373659) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 24 years of experience in the finance industry.

6
Daniel T. Newquist
CRD#: 3151447
17190 S Monterey Road, Ste 202, Morgan Hill, CA 95037
51
Wealthminder
score

Daniel Newquist (CRD# 3151447) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 17 years of experience in the finance industry. Daniel Newquist 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.

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