RN
RN

Renee Nenninger

16 Years of Experience
St. Louis, MO
Broker

Renee Nenninger is a registered investment advisor at Allworth Financial, L.P., based in St. Louis, MO, with 16 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
26,325 clients
Average Client Portfolio
$953K average
Assets Under Management
$25.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500

Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.

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Location

3 City Place Drive, Suite 290, St. Louis, MO, 63141

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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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Employment History
Current Registrations
Allworth Financial, L.P.
November 2022 - Present · 3 yrs 10 mos
Aw SecuritiesBroker
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - December 2021 · 4 yrs 1 mo
National Planning CorporationBroker
March 2010 - November 2017 · 7 yrs 8 mos
State Registrations20 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.