Nicole M. Renaux
PIONEER WEALTH MANAGEMENT GROUP
Austin, TX 78703
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CRD#: 6751043
Professional summary
Nicole Marie Renaux, CFP® is a registered financial advisor currently at PIONEER WEALTH MANAGEMENT GROUP located in Austin, Texas.
Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nicole has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Advisor at Pioneer Wealth Management Group, I provide financial advice to help people address their tough questions and accomplish their financial goals. With each client, my goal is to create a financial plan that meets their unique needs and circumstances. I help clients align their investments with their values through socially responsible investments. I am continuously motivated to empower my clients with the knowledge and resources to improve their financial lives.
Pioneer Wealth Management Group is a fee-only fiduciary firm. As part of a team of wealth advisors, our belief is that everyone deserves access to high-quality financial advice and education. My services include: comprehensive financial planning, investment management, socially responsible investments, retirement planning, tax planning, and college planning.
I graduated from McCombs School of Business at the University of Texas at Austin, and I hold the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, I volunteer on the board of Camp Fire Central Texas, a non-profit that works to connect youth with nature. I currently participate in Leadership Austin Emerge (Class 13). In my free time, I enjoy bicycling, craft projects, and organic gardening at my East Austin abode.
Question & Answer
What are your service offerings?
Life Transitions
Small Business Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Socially Responsible Investing
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Generation X
Investment Advice with Ongoing...
Millennials
Socially Responsible Investmen...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nicole Marie Renaux'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®
CFP®
Start date: 2020
Experience
Current
January 28, 2019 - Present
PIONEER WEALTH MANAGEMENT GROUP
Office #1: 800 W 5th St Unit 100-b, Austin, TX 78703RIA
CRD#: 133429
Austin, TX
Past
April 19, 2017 - January 18, 2019
MORGAN STANLEY
RIA
CRD#: 149777
AUSTIN, TX
Past
March 30, 2017 - January 18, 2019
MORGAN STANLEY
BD
CRD#: 149777
AUSTIN, TX
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".
PIONEER WEALTH MANAGEMENT GROUP
CYPRESS WEALTH MANAGEMENT GROUP LLC | PIONEER WEALTH MANAGEMENT GROUP, INC | PIONEER WEALTH MANAGEMENT GROUP
CRD#: 133429 / SEC#: 801-120285
RIA
Registered Investment Advisory firm - (2/23/2021 Approved)Texas
Registered Investment Advisory firm - (11/17/2022 Terminated)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
Texas(1/28/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PIONEER WEALTH MANAGEMENT GROUP
CYPRESS WEALTH MANAGEMENT GROUP LLC | PIONEER WEALTH MANAGEMENT GROUP, INC | PIONEER WEALTH MANAGEMENT GROUP
CRD#: 133429 / SEC#: 801-120285
RIA
Registered Investment Advisory firm - (2/23/2021 Approved)Texas
Registered Investment Advisory firm - (11/17/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
800 W 5th St Unit 100-b, Austin, TX 78703
Mailing Address
Phone number
(512) 334-6800
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,618 |
| AUM (Assets Under Management) | $ 273,652,645 |
Red Flags
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