Renae Coffman is a registered investment advisor at Cetera Investment Advisers LLC, based in Delta, CO, with 17 years of industry experience. Renae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
813 Main St, Delta, CO, 81416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renae operates as a financial professional through Renae Coffman Wealth Management Group, LLC, dedicating full-time hours to this endeavor. She also engages in farming/horse training, real estate partnerships, property management, and notary services, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
State Registrations26 states
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