Rebecca M. Renninger

INDEPENDENCE ASSET ADVISORS

Wynnewood, PA 19096

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CRD#: 6955890

Professional summary

Rebecca Moore Renninger, CFP® is a registered financial advisor currently at INDEPENDENCE ASSET ADVISORS, LLC located in Wynnewood, Pennsylvania.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Rebecca has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Moore Renninger's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 19, 2018 - Present

INDEPENDENCE ASSET ADVISORS, LLC

Office #1: 308 E. Lancaster Avenue Suite 110, Wynnewood, PA 19096

RIA

CRD#: 152963

Wynnewood, PA

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".

INDEPENDENCE ASSET ADVISORS, LLC

CRD#: 152963 / SEC#: 801-71867

RIA

Registered Investment Advisory firm - (10/13/2010 Approved)

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

Pennsylvania
(5/19/2018)

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

State Security Law Exam

IAR

Series 65

Date: 12/28/2017

Uniform Investment Adviser Law Examination

Current Firm

INDEPENDENCE ASSET ADVISORS, LLC

CRD#: 152963 / SEC#: 801-71867

RIA

Registered Investment Advisory firm - (10/13/2010 Approved)

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Contact information

Main Address

308 E. Lancaster Avenue Suite 305, Wynnewood, PA 19096

Mailing Address

Phone number

(610) 649-9841

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FINAL 2025-03-18 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 1,730,449,210

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/14/2025	Cover Page	Report
08/28/2024	Cover Page	Report
04/15/2024	Cover Page	Report
05/11/2023	Cover Page	Report

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.

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Rebecca M. Renninger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Moore Renninger's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENCE ASSET ADVISORS, LLC

Primary Firm SEC Registration

INDEPENDENCE ASSET ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2017

Current Firm

INDEPENDENCE ASSET ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INDEPENDENCE ASSET ADVISORS, LLC

TRUST BUT VERIFY

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