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Renee Suzanne Post

ASSET PLANNING CORPORATION·W. PALM BEACH, Florida
SIE, Series 7, Series 24, Series 66CFPClean record21 years registeredASSET PLANNING CORPORATION
1615 FORUM PLACE, W. PALM BEACH, FL 33401CRD# 4237548Firm CRD# 126242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Renee Suzanne Post · W. PALM BEACH, FL
Registration
CRD #4237548 · ASSET PLANNING CORPORATION · 21 years registered
Brand Profile
Not yet started
01

Career History

ASSET PLANNING CORPORATION
Jul 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · July 26, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET PLANNING CORPORATION
CRD 126242 · SEC 801-63461
AUM
$90M
Regulatory assets under management
Employees
7
287 client accounts
Services offered by ASSET PLANNING CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET PLANNING CORPORATION →
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05

Frequently Asked Questions

What services does Renee Suzanne Post offer?
Renee Suzanne Post specializes in Financial Planning, Investment Management. Contact their office in W. PALM BEACH, Florida for a consultation.
What are Renee Suzanne Post's credentials?
Renee Suzanne Post holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Renee Suzanne Post located?
Renee Suzanne Post is based in W. PALM BEACH, Florida, working with ASSET PLANNING CORPORATION. Their office serves clients in the W. PALM BEACH metropolitan area and surrounding communities.
How does Renee Suzanne Post charge for services?
Renee Suzanne Post'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 ASSET PLANNING CORPORATION?
ASSET PLANNING CORPORATION has approximately 7 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PLANNING CORPORATION

Louis James Macloskey
W. PALM BEACH, FL
ChFC

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