Joseph S. Renner

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CRD#: 374159

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Steven Renner SR, who also goes by Joseph Steven Renner, Steve Renner, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1971. Joseph had worked at 9 firms and has passed the Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joseph Steven Renner | Steve Renner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 22, 2006 - March 19, 2020

COORDINATED WEALTH MANAGEMENT, L.L.C.

RIA

CRD#: 141348

NASHVILLE, TN

Past

April 6, 2004 - September 8, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRENTWOOD, TN

Past

January 29, 1997 - September 8, 2006

LPL FINANCIAL LLC

CRD#: 6413

BRENTWOOD, TN

Past

October 31, 1996 - November 25, 1996

ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION

CRD#: 17472

BRENTWOOD, TN

Past

October 15, 1993 - February 18, 1997

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

March 26, 1993 - October 28, 1996

NPC SECURITIES, INC.

CRD#: 10121

GREENWOOD VILLAGE, CO

Past

August 24, 1992 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

January 13, 1992 - December 16, 1992

HEIDTKE & COMPANY, INC.

CRD#: 13951

NASHVILLE, TN

Past

April 15, 1986 - February 12, 1992

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

March 18, 1985 - April 8, 1986

HEIDTKE & COMPANY, INC.

CRD#: 13951

Past

November 1, 1971 - February 11, 1985

EQUITY SERVICES, INC.

CRD#: 265

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".

COORDINATED WEALTH MANAGEMENT, L.L.C.

COORDINATED WEALTH MANAGEMENT, L.L.C. | COORDINATED WEALTH MANGEMENT, L.L.C.

CRD#: 141348 / SEC#: 801-132227

RIA

Registered Investment Advisory firm - (3/20/2025 Approved)

Kentucky

Registered Investment Advisory firm - (3/28/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (6/2/2010 Terminated)

Tennessee

Registered Investment Advisory firm - (3/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/28/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 10/26/1971

Registered Representative Examination

Current Firm

COORDINATED WEALTH MANAGEMENT, L.L.C.

COORDINATED WEALTH MANAGEMENT, L.L.C. | COORDINATED WEALTH MANGEMENT, L.L.C.

CRD#: 141348 / SEC#: 801-132227

RIA

Registered Investment Advisory firm - (3/20/2025 Approved)

Kentucky

Registered Investment Advisory firm - (3/28/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (6/2/2010 Terminated)

Tennessee

Registered Investment Advisory firm - (3/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/28/2020 Terminated)

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Contact information

Main Address

100 Bluegrass Commons Boulevard Suite 2390, Hendersonville, TN 37075

Mailing Address

Phone number

(615) 369-0738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/23/2026)

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 113,860,323

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.

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Advisor Monitoring

Firm Stability Insights

Joseph S. Renner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION

VOYA FINANCIAL PARTNERS, LLC

NPC SECURITIES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

HEIDTKE & COMPANY, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

HEIDTKE & COMPANY, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

COORDINATED WEALTH MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1992

Series 1

Date: 10/26/1971

Current Firm

COORDINATED WEALTH MANAGEMENT, L.L.C.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COORDINATED WEALTH MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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