Patrick J. Martinak

RENAISSANCE INVESTMENT MANAGEMENT

Covington, KY 41011

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CRD#: 7361611

Professional summary

Patrick J Martinak, who also goes by Patrick Martinak, is a registered financial advisor currently at RENAISSANCE INVESTMENT MANAGEMENT located in Covington, Kentucky.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Martinak

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 Patrick J Martinak'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®

None

Experience

Current

July 11, 2023 - Present

RENAISSANCE INVESTMENT MANAGEMENT

Office #1: 50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011

RIA

CRD#: 105916

Covington, KY

Past

April 19, 2021 - June 27, 2023

GOELZER INVESTMENT MANAGEMENT

RIA

CRD#: 44402

INDIANAPOLIS, IN

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".

RENAISSANCE INVESTMENT MANAGEMENT

BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA

Registered Investment Advisory firm - (9/26/1995 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

Kentucky
(7/11/2023)

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: 4/19/2021

Uniform Investment Adviser Law Examination

Current Firm

RENAISSANCE INVESTMENT MANAGEMENT

BOWLING PORTFOLIO MANAGEMENT | THE RENAISSANCE GROUP LLC | THE EDEN PARK GROUP LLC | RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT | RENAISSANCE INVESTMENT MANAGEMENT

CRD#: 105916 / SEC#: 801-50177

RIA

Registered Investment Advisory firm - (9/26/1995 Approved)

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Contact information

Main Address

50 E. Rivercenter Blvd. Suite 1200, Covington, KY 41011

Mailing Address

Phone number

(513) 723-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV_PART_2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,652
AUM (Assets Under Management)	$ 2,766,684,328

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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Patrick J. Martinak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J Martinak's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE INVESTMENT MANAGEMENT

GOELZER INVESTMENT MANAGEMENT

Primary Firm SEC Registration

RENAISSANCE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2021

Current Firm

RENAISSANCE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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