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Renee Collins

Renee Collins

CFP®
RETIRE READY
OLYMPIA FIELDS, IL
·CRD# 4386162·20 years experience

Professional Summary

Renee Collins, CFP®, who also goes by Renee Johnson, Renee Obee, is a registered financial advisor currently at RETIRE READY INC located in Olympia Fields, Illinois. Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Renee has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Investment Management
  • Estate & Legacy Planning
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Cashflow & Budgeting
  • Risk Management & Insurance
  • Education Funding
  • Business Services

Specializations

Divorce Planning
Financial Therapy

Other Aliases

Renee Johnson, Renee Obee

Blog Corner

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View profile

Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

20 years in the financial services industry

Current & Past Employments

RETIRE READY INC·CRD# 314635
RIA
20200 Governors Drive Suite 325, Olympia Fields, IL 60461
July 28, 2021 - Present
RETIRE READY, INCORPORATED·CRD# 285887
RIA
Homewood, IL
December 1, 2016 - December 31, 2019
OSAIC SERVICES, INC.·CRD# 133763
RIA
Flossmoor, IL
June 15, 2015 - November 11, 2016
OSAIC SERVICES, INC.·CRD# 133763
BD
Flossmoor, IL
June 15, 2015 - December 15, 2016
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Homewood, IL
October 8, 2012 - June 24, 2015
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Flossmoor, IL
August 2, 2012 - June 24, 2015
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
RIA
Homewood, IL
June 7, 2007 - December 31, 2007
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Homewood, IL
January 31, 2007 - December 31, 2007
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Oak Brook, IL
September 5, 2006 - December 20, 2006

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Current Firm

RR
RETIRE READY INC

RETIRE READY INC

CRD#: 314635
Illinois
Registered Investment Advisory firm - Illinois (7/28/2021 Approved)

Contact Information

Main Address

20200 Governors Drive Suite 325, Olympia Fields, IL 60461

Phone Number

(708) 522-6688

# of Employees

1

Documents

Latest Form ADV

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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.

RKC TAX & FINANCIAL SERVICES, INC. POSITION: ACCOUNTANT; NOT INVESTMENT RELATED 5113 S HARPER AVENUE, 2C, CHICAGO, IL 60615 S-CORPORATION: ACCOUNTING RELATED ACCOUNTANT/PRESIDENT/FOUNDER START DATE: 09/15/2005 40 HOURS MONTHLY 1 HOUR DAILY DURING TRADING HOURS DESCRIPTION: ACCOUNTING SERVICES TO A NOT-FOR-PROFIT ORGANIZATION

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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.
IAR
Illinois
(7/28/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2012About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Renee Collins's CRS (Customer Relationship Summary).

Services Offered by Renee

  • Investment Management
  • Estate & Legacy Planning
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Cashflow & Budgeting
  • Risk Management & Insurance
  • Education Funding
  • Business Services

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Renee Collins
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