RP
Renee S. Post
ASSET PLANNING
WEST PALM BEACH, FL 33401
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CRD#: 4237548
RP
Professional summary
Renee Suzanne Post, CFP®, who also goes by Renee Suzanne Macloskey, Renee Macloskey Post, is a registered financial advisor currently at ASSET PLANNING CORPORATION located in West Palm Beach, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in West Palm Beach, Florida.
Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Renee has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Renee Suzanne Macloskey | Renee Macloskey Post
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.FINANCIAL PLANNING INVESTMENT GROUP INC, 1615 FORUM PL #1A, WEST PALM BEACH, FL, 7/1999 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 2.ASSET PLANNING CORPORATION, 1615 FORUM PL #1A, WEST PALM BEACH, FL, AS PRESIDENT/ADVISORY REP OF A RIA. INV REL - 35/WK - 35/TRADING. 3. MAC & POST, 1615 Forum Place, suite 1A, West Palm Beach FL 33401, United States, 11/06/2023, Manager, Employee (receive a W-2), NIR, 20 HR/MO - 10 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Renee Suzanne Post'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®
CFP®
Start date: 2006
Experience
Current
July 26, 2005 - Present
ASSET PLANNING CORPORATION
Office #1: 1615 Forum Place Suite 1a, West Palm Beach, FL 33401RIA
CRD#: 126242
WEST PALM BEACH, FL
Current
June 29, 2007 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1615 Forum Pl Ste 1a, West Palm Beach, FL 33401BD
CRD#: 39543
West Palm Beach, FL
Past
August 4, 2000 - June 29, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
WEST PALM BEACH, FL
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".
AP
ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION
CRD#: 126242 / SEC#: 801-63461
RIA
Registered Investment Advisory firm - (9/2/2004 Approved)Connecticut
Registered Investment Advisory firm - (1/5/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2004 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
Arizona(4/3/2019)
RR
Arkansas(10/13/2014)
RR
California(10/13/2014)
RR
Connecticut(10/13/2014)
RR
Delaware(12/21/2022)
IAR
Florida(7/26/2005)
RR
Florida(6/29/2007)
RR
Georgia(6/29/2007)
RR
Illinois(10/13/2014)
RR
Indiana(10/13/2014)
RR
Louisiana(1/23/2018)
RR
Maine(10/13/2014)
RR
Maryland(1/5/2017)
RR
Massachusetts(10/13/2014)
RR
Michigan(10/13/2014)
RR
Minnesota(7/1/2016)
RR
Montana(10/5/2022)
RR
Nebraska(10/13/2014)
RR
New Hampshire(10/13/2014)
RR
New Jersey(10/13/2014)
RR
New York(10/13/2014)
RR
North Carolina(8/11/2015)
RR
Ohio(10/13/2014)
RR
Oregon(10/13/2014)
RR
Pennsylvania(10/13/2014)
RR
Rhode Island(10/11/2024)
RR
South Carolina(1/26/2018)
RR
Tennessee(10/13/2014)
RR
Texas(1/3/2022)
RR
Vermont(10/13/2014)
RR
Virginia(10/27/2022)
RR
Washington(12/7/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION
CRD#: 126242 / SEC#: 801-63461
RIA
Registered Investment Advisory firm - (9/2/2004 Approved)Connecticut
Registered Investment Advisory firm - (1/5/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1615 Forum Place Suite 1a, W. Palm Beach, FL 33401
Mailing Address
Phone number
(561) 689-5724
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 246 |
| AUM (Assets Under Management) | $ 90,592,841 |
Red Flags
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