AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TR

Troy William Rennekamp

SHEPHERD WEALTH MANAGEMENT
Cincinnati , OH
·CRD# 5093783·20 years experience

Professional Summary

Troy William Rennekamp, who also goes by Troy W Rennekamp, is a registered financial advisor currently at SHEPHERD WEALTH MANAGEMENT located in Cincinnati , Ohio. Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Troy has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Troy W Rennekamp

Blog Corner

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

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.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

SHEPHERD WEALTH MANAGEMENT·CRD# 312695
RIA
3424 Glenmore Ave, Cincinnati , OH 45211
October 14, 2026 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Cincinnati, OH
March 31, 2025 - October 12, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Cincinnati, OH
July 13, 2018 - March 31, 2025
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Covington, KY
October 30, 2007 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Covington, KY
March 23, 2006 - October 12, 2026

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Current Firm

SW
SHEPHERD WEALTH MANAGEMENT

SHEPHERD WEALTH MANAGEMENT | SHEPHERD WEALTH MANAGEMENT LLC | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

CRD#: 312695 / SEC#: 801-131565
RIA
Registered Investment Advisory firm - SEC (12/2/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (12/3/2024 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (12/3/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (12/6/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/4/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (12/11/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/25/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/25/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3181 Linwood Ave. Suite 20, Cincinnati, OH 45208

Phone Number

(513) 630-2664

# of Employees

4

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWM ADV PART 2A (2/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

430

AUM (Assets Under Management)

$162,081,052

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Shepherd Business and Tax Advisors | Non Investment-Related | 4228 Saint Martins Place, Cincinnati, Oh 45211 | Tax, Accounting and Business Consulting | Chief Executive Officer/Principal Owner | Tax, Accounting and Business Consulting | 100 hours per month | 100 hours per month during trading hours. SWM is affiliated with Shepherd Business and Tax Advisors Incorporated (“SBTA”) through common ownership and control. SBTA is a separate entity that provides accounting, tax, and consulting services. Troy Rennekamp is the Chief Executive Officer and Principal Owner at SBTA. This activity accounts for approximately 75% of Mr. Rennekamp’s professional time. Accounting and tax services provided by SBTA are separate and distinct from SWM’s advisory services and are provided to clients for typical compensation that is separate and distinct from SWM’s advisory fees. SWM clients are never obligated to engage SBTA for services and conversely, no accounting or tax clients are obligated to use the advisory services of SWM. Clients should be aware that the foregoing arrangement with SBTA creates a conflict of interest that may impair the objectivity of our firm and our personnel when making advisory recommendations due to the financial incentive associated with the potential for our firm and our employees to earn compensation, in the form of accounting fees, from advisory clients in addition to our firm’s advisory fees.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

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".
SW
SHEPHERD WEALTH MANAGEMENT

SHEPHERD WEALTH MANAGEMENT | SHEPHERD WEALTH MANAGEMENT LLC | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

CRD#: 312695 / SEC#: 801-131565
RIA
Registered Investment Advisory firm - SEC (12/2/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (12/3/2024 Terminated)
Kentucky
Registered Investment Advisory firm - Kentucky (12/3/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (12/6/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/4/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (12/11/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/25/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/25/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
Ohio
(10/19/2026)
IAR
Texas
(10/14/2026)

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 66 — Uniform Combined State Law Examination

Passed Feb 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2010About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Nov 2009About the Series 9 exam

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Troy William Rennekamp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#
TR
Follow Troy
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required