KR
CFP
KR
CFP

Kelly T Renner

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

3540 Wheeler Road, Suite 304, Augusta, GA, 30909

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kelly is an independent insurance agent for various companies and also sells LegalShield services, dedicating a few hours per week. She also owns rental commercial real estate and sells fixed insurance products to individuals and businesses, spending about 10% of her time on the latter.

Employment History
Current Registrations
Rossby Financial, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2016 - December 2023 · 7 yrs 10 mos
Cambridge Investment Research, INC.Broker
February 2016 - December 2023 · 7 yrs 10 mos
H.D. Vest Advisory Services, INC
April 2007 - February 2016 · 8 yrs 10 mos
Hd Vest Investment ServicesBroker
December 2003 - February 2016 · 12 yrs 2 mos
PFS Investments INC.Broker
March 2002 - March 2003 · 1 yr
State Registrations4 states
FLGAMITX
Advisor
Exams
No exam information available for this advisor.
Kelly T Renner - Financial Advisor | TrueAdvisor