Colin J. Rennich
Professional summary
Colin John Rennich, CFP® is a registered financial advisor currently at PARNASSUS INVESTMENTS, LLC located in Oswego, Illinois and PARNASSUS FUNDS DISTRIBUTOR, LLC located in Portland, Maine.
Colin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Colin has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Colin John Rennich's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
June 26, 2024 - Present
PARNASSUS INVESTMENTS, LLC
May 24, 2022 - Present
PARNASSUS FUNDS DISTRIBUTOR, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101September 22, 2016 - May 24, 2022
FORESIDE FUND SERVICES, LLC
June 6, 2012 - September 13, 2016
UNIFIED FINANCIAL SECURITIES, LLC
October 23, 2009 - April 9, 2012
PRINCIPAL SECURITIES, INC.
October 19, 2009 - April 9, 2012
PRINCIPAL SECURITIES, INC.
October 1, 2003 - October 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
July 21, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
July 21, 2003 - October 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
PARNASSUS INVESTMENTS, LLC
CRD#: 316904 / SEC#: 801-122618
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 45,658,173,524 |
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.
