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Renee C Baudoin

CHF Wealth Management, LLC

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About Renee C Baudoin

Renee Baudoin is a Certified Financial Planner® with experience in the financial industry. Renee is a registered Investment Advisor Representative with CHF Wealth Management, LLC. Renee's professional experience includes working with Clark, Hanes & Faul, LLC and Renee E Clark, LLC. Renee has worked with 328 clients in her career. Renee and CHF Wealth Management provide financial services to individuals and pension consulting. CHF Wealth Management, LLC is a financial advisory firm that provides financial planning and portfolio management for individuals. CHF Wealth Management, LLC is headquartered in Lafayette, LA and is registered to provide investment advice in Louisiana.

Firm Information

Renee Baudoin is currently registered with CHF Wealth Management, LLC. CHF Wealth Management, LLC is an investment advisor with 4 investment advisor representatives. The firm provides portfolio management for individuals and pension consulting services.

Not reported

Assets Under Management

328

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiable fees

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Renee Baudoin’s Registration & Firm History

LA

05/26/2021 - Present

CHF Wealth Management, LLC (LAFAYETTE LA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee C Baudoin.
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