Renee Post is a CFP-designated registered investment advisor, based in West Palm Beach, FL, with 25 years of industry experience.
Location
1615 Forum Place, Suite 1A, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Renee is an independent insurance agent for various independent insurance companies, dedicating a few hours per week. She is also the President/Advisory Rep of Asset Planning Corporation, spending nearly full-time hours in this role, and a Manager at MAC & POST, spending about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Asset Planning Corporation
Previous Registrations
Mutual Service CorporationBroker
State Registrations31 states
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