Brad N. Zoltak

RENAISSANCE INVESTMENT MANAGEMENT

Covington, KY 41011

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CRD#: 4634599

Professional summary

Brad Nicholas Zoltak is a registered financial advisor currently at RENAISSANCE INVESTMENT MANAGEMENT located in Covington, Kentucky.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brad has worked at 2 firms and has passed the Series 66, Series 87, Series 86 and Series 7 exams.

Question & Answer

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.

Zoltak Partners LLC, non investment related, 6628 West Eden Place, Milwaukee, Wisconsin, real estate holdings, Managing Partner, started 7/2008, 3 hours per month is devoted to the business and none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Nicholas Zoltak's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 4, 2019 - Present

RENAISSANCE INVESTMENT MANAGEMENT

Office #1: 50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011

RIA

CRD#: 105916

Covington, KY

Past

September 23, 2003 - February 6, 2006

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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".

RENAISSANCE INVESTMENT MANAGEMENT

BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA

Registered Investment Advisory firm - (9/26/1995 Approved)

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

Kentucky
(4/4/2019)

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

IAR

Series 66

Date: 11/15/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 87

Date: 11/15/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 9/15/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 9/22/2003

General Securities Representative Examination

Current Firm

RENAISSANCE INVESTMENT MANAGEMENT

BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA

Registered Investment Advisory firm - (9/26/1995 Approved)

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Contact information

Main Address

50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011

Mailing Address

Phone number

(513) 723-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV_PART_2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,652
AUM (Assets Under Management)	$ 2,766,684,328

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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Brad N. Zoltak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Nicholas Zoltak's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE INVESTMENT MANAGEMENT

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

RENAISSANCE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2003

Series 87

Date: 11/15/2004

Series 86

Date: 9/15/2004

Series 7

Date: 9/22/2003

Current Firm

RENAISSANCE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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