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Joseph Steven Renner

COORDINATED WEALTH MANAGEMENT, L.L.C.·BRENTWOOD, Tennessee
Clean recordCOORDINATED WEALTH MANAGEMENT, L.L.C.
205 POWELL PLACE, BRENTWOOD, TN 37027CRD# 374159Firm CRD# 141348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Steven Renner · BRENTWOOD, TN
Registration
CRD #374159 · COORDINATED WEALTH MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Steven Renner is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with COORDINATED WEALTH MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COORDINATED WEALTH MANAGEMENT, L.L.C.
COORDINATED WEALTH MANAGEMENT, L.L.C.
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COORDINATED WEALTH MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 374159
Firm CRD# 141348
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Steven Renner offer?
Joseph Steven Renner specializes in Financial Planning, Investment Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Joseph Steven Renner's credentials?
Joseph Steven Renner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Steven Renner located?
Joseph Steven Renner is based in BRENTWOOD, Tennessee, working with COORDINATED WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Joseph Steven Renner charge for services?
Joseph Steven Renner's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COORDINATED WEALTH MANAGEMENT, L.L.C.?
COORDINATED WEALTH MANAGEMENT, L.L.C. has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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