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AL

Anne R. Lee

CHURCH ORGANIZERS FOUNDATION
Mason, MI
Some features on this profile are disabled
CRD#: 4831478
AL

Professional summary

Anne Renata Lee, who also goes by Anne Renata Schroeder, is a registered financial advisor currently at CHURCH ORGANIZERS FOUNDATION located in Mason, Michigan.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anne has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anne Renata Schroeder

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Renata Lee'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®
None

Experience

Current

May 9, 2022 - Present

CHURCH ORGANIZERS FOUNDATION

RIA
CRD#: 284458
Mason, MI

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
California
(5/9/2022)
IAR
Michigan
(5/9/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/1/2020
Uniform Investment Adviser Law Examination

Current Firm

CO
CHURCH ORGANIZERS FOUNDATION
CHURCH ORGANIZERS FOUNDATION | CLASSICAL STEWARDSHIP INSTITUTE

CRD#: 284458 / SEC#:

California
Registered Investment Advisory firm - (7/28/2016 Approved)
Michigan
Registered Investment Advisory firm - (6/29/2016 Approved)
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Contact information

Main Address
Mason, MI
Mailing Address
Phone number
(517) 858-0362
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts76
AUM (Assets Under Management)$ 14,130,000

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.

Company Information

CHURCH ORGANIZERS FOUNDATION

CRD#: 284458Mason, MI

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