Unclaimed Profile

Kelly T Renner

ROSSBY FINANCIAL, LLC·MELBOURNE, Florida

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record19 years registeredROSSBY FINANCIAL, LLC

2413 IRWIN STREET, MELBOURNE, FL 32901CRD# 4496278Firm CRD# 324631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly T Renner · MELBOURNE, FL

Registration

CRD #4496278 · ROSSBY FINANCIAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ROSSBY FINANCIAL, LLC

Dec 2023 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2016 – Dec 2023

Augusta, GA

H.D. VEST ADVISORY SERVICES, INC

Apr 2007 – Feb 2016

PERRYSBURG, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 18, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROSSBY FINANCIAL, LLC

CRD 324631 · SEC 801-127370

AUM

$107M

Regulatory assets under management

Employees

541 client accounts

Services offered by ROSSBY FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ROSSBY FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly T Renner offer?

Kelly T Renner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MELBOURNE, Florida for a consultation.

What are Kelly T Renner's credentials?

Kelly T Renner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly T Renner located?

Kelly T Renner is based in MELBOURNE, Florida, working with ROSSBY FINANCIAL, LLC. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.

How does Kelly T Renner charge for services?

Kelly T Renner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSSBY FINANCIAL, LLC?

ROSSBY FINANCIAL, LLC has approximately 8 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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