PR
Patrick G. Renn
THE RENN WEALTH MANAGEMENT GROUP
ATLANTA, GA 30305
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CRD#: 374144
PR
Professional summary
Patrick George Renn, CFP® is a registered financial advisor currently at THE RENN WEALTH MANAGEMENT GROUP, INC. located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Patrick has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 31, Series 1, Series 51 and Series 24 exams.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
None
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)Name of Business: 3205 Investors Llc Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305-1308, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Own LLC which owns my office building. (2)Name of Business: Alliance for Christian Media Address: 4062 Peachtree Road NE, Ste A629, Atlanta, GA, 30305, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/29/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Endowment Chair (3)Name of Business: Campbell Address: 1 Brookhaven Drive #103 , Atlanta , GA, 30319, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 06/14/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Executor (4)Name of Business: Day 1/Alliance for Christian Media Address: 2715 Peachtree RD, atlanta , GA, 30305, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/13/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of Endowment (5)Name of Business: Finding Your Money's Greater purpose Address: 3205 Paces Ferry Place NW, Atlanta, GA, 30305, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 07/21/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: published book with that title (6)Name of Business: Renn Wealth Management Group Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/12/2006 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: non variable life insurance sales
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1975
Experience
Current
February 25, 2003 - Present
THE RENN WEALTH MANAGEMENT GROUP, INC.
Office #1: 3205 Paces Ferry Place, Nw, Atlanta, GA 30305RIA
CRD#: 117500
ATLANTA, GA
Current
April 24, 1975 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 3205 Paces Ferry Place Nw, Atlanta, GA 30305BD
CRD#: 6694
Atlanta, GA
Past
August 24, 1972 - April 15, 1974
FUNDAMENTAL SERVICE CORPORATION
BD
CRD#: 337
Past
August 24, 1972 - October 29, 1975
FINANCIAL SERVICE CORPORATION OF AMERICA
BD
CRD#: 292
Past
December 18, 1970 - October 5, 1972
VP DISTRIBUTORS LLC
BD
CRD#: 3036
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".
TR
THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500 / SEC#: 801-122297
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Georgia
Registered Investment Advisory firm - (3/20/2023 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/4/2019)
RR
California(1/6/2000)
RR
Colorado(5/10/2005)
RR
Florida(1/7/1988)
RR
Georgia(9/27/1981)
IAR
Georgia(2/25/2003)
RR
Illinois(4/11/2024)
RR
Indiana(8/24/2020)
RR
Maryland(3/12/2024)
RR
New York(3/18/1997)
RR
North Carolina(1/21/1992)
RR
South Carolina(11/8/1981)
RR
Tennessee(1/31/2000)
RR
Washington(7/2/2025)
RR
Wyoming(10/29/2007)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/10/1970
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TR
THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500 / SEC#: 801-122297
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3205 Paces Ferry Place, Nw, Atlanta, GA 30305
Mailing Address
Phone number
(404) 467-9882
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 131,421,041 |
Red Flags
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Company Information
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500Atlanta, GA 30305TRUST BUT VERIFY
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Contact information
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