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RB

Rena K. Breeding

ABUNDANT CAPITAL STRATEGIES LLC
Colorado Springs, CO
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CRD#: 1852088
RB

Professional summary


Rena Kay Breeding, who also goes by Rena Kay Byler, Rena K Luther, Rena Kay Luther, is a registered financial advisor currently at ABUNDANT CAPITAL STRATEGIES LLC located in Colorado Springs, Colorado.

Rena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Rena has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rena Kay Byler | Rena K Luther | Rena Kay Luther

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BENEFITS INTEGRITY LLC; 500 Northfield Rd, Colorado Springs, CO 80919; PRESIDENT; SINCE 2/1/2013; NOT INV REL 20HR/WK; ACCOUNTING, TAX AND COMPLIANCE WORK FOR RETIREMENT PLANS 2.) Beauty Abounded LLC; 550 Northfield Rd, Colorado Springs, CO 80919; President; SINCE 1/18/2022; NOT INV REL 10HR/WK; SKIN CARE PRODUCT DEVELOPMENT IN THE RESEARCH PHASE

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Rena Kay Breeding's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 7, 2016 - Present

ABUNDANT CAPITAL STRATEGIES LLC

RIA
CRD#: 283712
Colorado Springs, CO
Past

October 30, 2015 - June 7, 2016

COLUMBIA BENEFITS, LLC

RIA
CRD#: 132261
Venice, FL
Past

April 13, 2010 - November 2, 2015

TLG ADVISORS, INC.

RIA
CRD#: 111052
ELIZABETH, CO
Past

August 22, 2003 - December 31, 2015

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

March 17, 1999 - September 26, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 26, 1988 - January 7, 1993

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(10/13/2016)
IAR
Texas
(6/7/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
ABUNDANT CAPITAL STRATEGIES LLC
ABUNDANT CAPITAL STRATEGIES LLC

CRD#: 283712 / SEC#:

Colorado
Registered Investment Advisory firm - (10/13/2016 Approved)
Florida
Registered Investment Advisory firm - (11/30/2018 Terminated)
Texas
Registered Investment Advisory firm - (6/7/2016 Conditional Restricted)
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Contact information


Main Address
Colorado Springs, CO
Mailing Address
Phone number
(303) 744-6479
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 377,674

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ABUNDANT CAPITAL STRATEGIES LLC

CRD#: 283712Colorado Springs, CO

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Contact information


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