Thomas Rendl
Thomas Rendl is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 36 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (4)
Judgment / Lien
December 2018Customer Dispute
August 2001Customer Dispute
March 2001Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Thomas is an agent for Penn Mutual Life Insurance, providing life insurance quotes and policies. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
First of America Brokerage Service, INC.Broker
Securities America, INC.Broker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.