Leo E. Renner
Professional summary
Leo Edwin Renner, CFP®, who also goes by Leo Renner, is a registered financial advisor currently at MERITUM WEALTH MANAGEMENT LLC located in Dublin, Ohio.
Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Leo has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leo Edwin Renner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
May 2, 2024 - Present
MERITUM WEALTH MANAGEMENT LLC
May 17, 2023 - May 1, 2024
LINCOLN INVESTMENT
May 17, 2023 - May 1, 2024
CAPITAL ANALYSTS
May 17, 2023 - May 1, 2024
LINCOLN INVESTMENT
July 23, 2021 - May 1, 2023
OSAIC FS, INC.
July 23, 2021 - May 1, 2023
OSAIC FS, INC.
October 17, 2018 - July 12, 2021
PRUCO SECURITIES, LLC.
September 25, 2018 - July 12, 2021
PRUCO SECURITIES, LLC.
September 25, 2017 - October 1, 2018
MML INVESTORS SERVICES, LLC
September 8, 2017 - October 1, 2018
MML INVESTORS SERVICES, LLC
August 28, 2015 - May 25, 2017
EAGLE STRATEGIES LLC
November 10, 2014 - May 25, 2017
NYLIFE SECURITIES LLC
May 6, 2013 - June 3, 2014
EDWARD JONES
February 22, 2013 - June 3, 2014
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2024)
Exams
Current Firm
MERITUM WEALTH MANAGEMENT LLC
CRD#: 321634 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 11,759,886 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
