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Tirzah Renkes

2 Years of Experience
Sterling, IL
1 DisclosureBroker

Tirzah Renkes is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Sterling, IL, with 2 years of industry experience. Tirzah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
11,847 clients
Average Client Portfolio
$168K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10M+0.55%

Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3319 E Lincolnway, Sterling, IL, 61081

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History

Regulatory History (1)
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Criminal
June 1998
Final Disposition
Other Business Activities

Tirzah works as an Investment Services Assistant and AVP Financial Advisor at Sauk Valley Bank, dedicating nearly full-time hours to these roles. She also serves as Treasurer for Heartland Havoc, a softball organization, spending minimal time outside of market hours handling finances.

Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
October 2024 - Present · 2 yrs
Midwestern Securities Trading Company, LLCBroker
July 2024 - Present · 2 yrs 3 mos
State Registrations1 state
IL
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.
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