Renee Rosenberger is a registered investment advisor, based in Naperville, IL, with 4 years of industry experience.
Location
Naperville, IL
Get directionsHistory
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 since 2018 and a founder at Bonaventure Solutions, also in the insurance business, dedicating about a quarter of her time to the latter. She is also an IAR Rep at TLG Advisors Inc, spending a few hours per week on that role.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
MML Investors Services, LLCBroker
State Registrations1 state
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.