Renee Collins

RETIRE READY

Olympia Fields, IL 60461

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CRD#: 4386162

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.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Income Management

Debt Management

Tax Planning

Budgeting

Insurance Planning

Education Planning

Small Business Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Divorce Planning

Estate & Generational Planning...

Financial Psychology/Coaching

Are you a "fiduciary"?

Yes

Aliases

Renee Johnson | Renee Obee

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Collins'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 28, 2021 - Present

RETIRE READY INC

Office #1: 20200 Governors Drive Suite 325, Olympia Fields, IL 60461

RIA

CRD#: 314635

Olympia Fields, IL

Past

December 1, 2016 - December 31, 2019

RETIRE READY, INCORPORATED

RIA

CRD#: 285887

HOMEWOOD, IL

Past

June 15, 2015 - November 11, 2016

OSAIC SERVICES, INC.

RIA

CRD#: 133763

FLOSSMOOR, IL

Past

June 15, 2015 - December 15, 2016

OSAIC SERVICES, INC.

CRD#: 133763

FLOSSMOOR, IL

Past

October 8, 2012 - June 24, 2015

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

HOMEWOOD, IL

Past

August 2, 2012 - June 24, 2015

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

FLOSSMOOR, IL

Past

June 7, 2007 - December 31, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

HOMEWOOD, IL

Past

January 31, 2007 - December 31, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

HOMEWOOD, IL

Past

September 5, 2006 - December 20, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

OAK BROOK, IL

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

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

State Security Law Exam

Series 63

Date: 7/9/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/28/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2012

General Securities Representative Examination

Current Firm

RETIRE READY INC

CRD#: 314635 / SEC#:

Illinois

Registered Investment Advisory firm - (7/28/2021 Approved)

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Contact information

Main Address

20200 Governors Drive Suite 325, Olympia Fields, IL 60461

Mailing Address

Phone number

(708) 522-6688

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Renee Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RETIRE READY, INCORPORATED

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2012

Series 66

Date: 9/28/2006

SIE

Date: 12/15/2016

Series 7

Date: 8/1/2012

Current Firm

RETIRE READY INC

Contact information

Documents

Red Flags

Company Information

RETIRE READY INC

TRUST BUT VERIFY

Contact information

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