Joshua Rennie
TCI WEALTH ADVISORS
Reno, NV 89519
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CRD#: 7193916
Professional summary
Joshua Rennie, CFP® is a registered financial advisor currently at TCI WEALTH ADVISORS, INC. located in Reno, Nevada.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 1 firm .
Biography
Josh is a member of TCI's investment committee specializing in data analysis and portfolio construction. Passionate about educating clients, as well as future generations, he volunteers time to teach financial literacy classes and offer pro-bono advice though TCI's non-profit programs. A learner to the core, Josh is always looking for new opportunity to expand, including continued education as an Accredited Investment Fiduciary and Chartered Financial Analyst.
In his free time Josh is a competitive bike racer, and along with his wife, Megan, enjoys all the fantastic outdoor adventures the Reno/Tahoe area provides.
Question & Answer
What are your service offerings?
Education Planning
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
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 Joshua Rennie'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: 2019
Experience
Current
November 21, 2019 - Present
TCI WEALTH ADVISORS, INC.
Office #1: 4757 Caughlin Parkway Suite B, Reno, NV 89519RIA
CRD#: 107373
Reno, NV
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".
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
Registered Investment Advisory firm - (8/30/1990 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
Nevada(11/21/2019)
Exams
Current Firm
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
Registered Investment Advisory firm - (8/30/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4011 East Sunrise Drive, Tucson, AZ 85718
Mailing Address
Phone number
(520) 733-1477
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,010 |
| AUM (Assets Under Management) | $ 4,527,183,704 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 08/23/2024 | ||
| 10/30/2023 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
