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MR

Michael T. Rennaker

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CRD#: 7507257
MR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Terry Rennaker, who also goes by Michael Rennaker, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2022. Michael had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Rennaker

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 16, 2022 - November 23, 2022

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
Redmond, WA
Past

March 2, 2022 - May 17, 2022

GUIDE ADVISORS, INC.

RIA
CRD#: 281828
BOTHELL, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/1/2022
Uniform Investment Adviser Law Examination

Current Firm


LS
LION STREET ADVISORS, LLC
LION STREET ADVISORS, LLC

CRD#: 167610 / SEC#: 801-107414

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Contact information


Main Address
300 Colorado Suite 2600, Austin, TX 78701
Mailing Address
Phone number
(512) 776-8400
Established
Firm type
Fiscal year end
# of Employees
152

Documents


Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (4/1/2025)

Regulatory assets under management


Total Number of Accounts7,668
AUM (Assets Under Management)$ 3,177,363,713

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.

Company Information


LION STREET ADVISORS, LLC

CRD#: 167610

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