Renee C. Baudoin

CHF WEALTH MANAGEMENT

Lafayette, LA 70508

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CRD#: 7357025

Professional summary

Renee C Baudoin Mrs, AIF®, CFP®, who also goes by Renee Elizabeth Clark, is a registered financial advisor currently at CHF WEALTH MANAGEMENT, LLC located in Lafayette, Louisiana.

Renee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Renee has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Renee Elizabeth Clark

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.

Clark, Hanes & Faul, LLC; CPA FIRM HIRED 01/01/2007; 120 HRS PER MONTH; 5 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS. RENEE E CLARK, LLC; TAX & FINANCIAL PLANNING;PRESIDENT; BEGAN 2/26/2008; 10 HOURS/MONTH; 0 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee C Baudoin Mrs'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 26, 2021 - Present

CHF WEALTH MANAGEMENT, LLC

Office #1: 201 Rue Iberville, Suite 710, Lafayette, LA 70508

RIA

CRD#: 139331

Lafayette, LA

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

Louisiana
(5/26/2021)

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

Current Firm

CHF WEALTH MANAGEMENT, LLC

CRD#: 139331 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/1/2006 Approved)

Texas

Registered Investment Advisory firm - (2/5/2014 Conditional Restricted)

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Contact information

Main Address

201 Rue Iberville, Suite 710, Lafayette, LA 70508

Mailing Address

Phone number

(337) 232-6170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Renee C. Baudoin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee C Baudoin Mrs's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

CHF WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

CHF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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