BR
Brett K. Rentmeester
WINDROCK WEALTH MANAGEMENT
Naperville, IL 60540
Some features on this profile are disabled
CRD#: 2631078
BR
Professional summary
Brett Kristian Rentmeester, who also goes by Brett K Rentmeester, is a registered financial advisor currently at WINDROCK WEALTH MANAGEMENT located in Naperville, Illinois.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brett has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett K Rentmeester
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.
BRETT K. RENTMEESTER IS THE LARGEST OWNER OF WINDROCK WITH A 73% OWNERSHIP INTEREST, WHILE 27% IS OWNED BY INDUS HOLDINGS LLC ("INDUS HOLDINGS"), AN ENTITY THAT PROVIDED START-UP CAPITAL TO WINDROCK AT ITS INCEPTION. G.S. JAGGI IS THE PRINCIPAL OF INDUS HOLDINGS, AND MR. JAGGI IS ALSO A CLIENT OF WINDROCK. MR. JAGGI HAS NO MANAGEMENT ROLE IN WINDROCK, AND DOES NOT OTHERWISE PROVIDE ANY INVESTMENT ADVISORY SERVICES TO CLIENTS OF WINDROCK. BRETT RENTMEESTER AND INDUS HOLDINGS ARE ALSO THE OWNERS OF IRIDIUS INVESTMENT ADVISORS LLC ("IRIDIUS"), A PRIVATE FUND ADVISORY FIRM FOCUSED ON PRIVATE INVESTMENT OPPORTUNITIES IN REAL ESTATE, CROSS-BORDER AND FINANCIAL SERVICES (WWW.IRIDIUSCAPITAL.COM). BRETT OWNS 10% OF IRIDIUS, AND INDUS HOLDINGS OWNS 90%. THE THESIS BEHIND THE FORMATION OF WINDROCK WAS TO CREATE A LEADING WEALTH MANAGEMENT FIRM FOR ENTREPRENEURIAL-MINDED INVESTORS THAT ALSO BRINGS UNIQUE PRIVATE INVESTMENT OPPORTUNITIES TO ITS CLIENTS. THE RELATIONSHIP BETWEEN WINDROCK AND IRIDIUS ALLOWS WINDROCK TO BRING UNIQUE PRIVATE INVESTMENT OPPORTUNITIES TO CLIENTS WHO HAVE EXPRESSED AN INTEREST IN THESE STRATEGIES. BRETT RENTMEESTER HAS NO MANAGEMENT OR DAY-TO-DAY CONTROL OVER ANY ASPECTS OF THE IRIDIUS BUSINESS.
BRETT RENTMEESTER, THE PRESIDENT OF WINDROCK, WAS PREVIOUSLY EMPLOYED BY ALTAIR ADVISERS, A $3 BILLION INVESTMENT ADVISOR IN CHICAGO. MR. RENTMEESTER'S FULL-TIME EMPLOYMENT WITH ALTAIR TERMINATED ON JANUARY 31, 2013. AS A COURTESY TO HIS FORMER EMPLOYER, MR. RENTMEESTER WILL PERFORM TRANSITION SERVICES FOR ALTAIR ADVISERS, ON A PART-TIME BASIS, UNTIL MARCH 31, 2013. THESE TRANSITION SERVICES WILL INCLUDE FACILITATING THE TRANSITION OF EXISTING CLIENT RELATIONSHIPS FROM MR. RENTMEESTER TO OTHER EMPLOYEES OF ALTAIR ADVISERS. MR. RENTMEESTER WILL BE SUPERVISED BY THE MANAGERS AND DIRECTORS OF ALTAIR ADVISERS IN THE PERFORMANCE OF THESE TRANSITION SERVICES. UNTIL MARCH 31, 2013, MR. RENTMEESTER WILL CONTINUE TO RECEIVE HIS CURRENT BASE SALARY AND BENEFITS FROM ALTAIR ADVISERS. IN ADDITION, MR. RENTMEESTER WILL RECEIVE BONUS COMPENSATION BASED UPON THE REVENUE ALTAIR ADVISERS IS ABLE TO RETAIN FROM CLIENTS ADVISED BY MR. RENTMEESTER DURING MR. RENTMEESTER'S EMPLOYMENT AT ALTAIR ADVISERS.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Kristian Rentmeester'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®
NoneExperience
Current
February 13, 2013 - Present
WINDROCK WEALTH MANAGEMENT
Office #1: 225 West Jefferson Avenue, Suite 2, Naperville, IL 60540RIA
CRD#: 166124
Naperville, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WINDROCK WEALTH MANAGEMENT
CRYPTOX ADVISORY | WINDROCK WEALTH MANAGEMENT LLC | WINDROCK WEALTH MANAGEMENT
CRD#: 166124 / SEC#: 801-106722
RIA
Registered Investment Advisory firm - (10/6/2015 Approved)Arizona
Registered Investment Advisory firm - (10/6/2015 Terminated)Illinois
Registered Investment Advisory firm - (10/6/2015 Terminated)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
Arizona(2/13/2013)
IAR
Illinois(6/21/2013)
Exams
Current Firm
WW
WINDROCK WEALTH MANAGEMENT
CRYPTOX ADVISORY | WINDROCK WEALTH MANAGEMENT LLC | WINDROCK WEALTH MANAGEMENT
CRD#: 166124 / SEC#: 801-106722
RIA
Registered Investment Advisory firm - (10/6/2015 Approved)Arizona
Registered Investment Advisory firm - (10/6/2015 Terminated)Illinois
Registered Investment Advisory firm - (10/6/2015 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540
Mailing Address
Phone number
(312) 650-9593
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 290,562,560 |
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.
