Kathleen T. Rentz
Professional summary
Kathleen Thayer Rentz, who also goes by Kate Thayer Rentz, Kate Anne Thayer, Kathleen Anne Thayer, Kathleen Thayer, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Dallas, Texas.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kathleen has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Thayer Rentz's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2026 - Present
ADVISORY SOLUTIONS GROUP
Office #1: 8117 Preston Rd Suite 700, Dallas, TX 75225December 20, 2018 - June 2, 2026
CS PLANNING CORP
August 21, 2015 - December 21, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2026)
Current Firm
ADVISORY SOLUTIONS GROUP
CRD#: 339919 / SEC#: 801-135130
Contact information
SEC notice filing (6 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ADVISORY SOLUTIONS GROUP
CRD#: 339919Dallas, TX 75225TRUST BUT VERIFY
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