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Renee Marie Olmschenk

Kestra Investment Services, LLC

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About Renee Marie Olmschenk

Renee Olmschenk is a financial advisor with Kestra Investment Services, LLC. Renee has over 35 years of experience in the financial industry. Renee is registered in Minnesota and holds a Series 63, Series 7, and SIE license. Renee has experience with clients in the areas of Retirement Planning, Investment Planning and Education Planning. Renee also has prior experience with ING Financial Partners, Inc., Stanton Investment Services, Inc., Marquette Financial Group, Inc., Primevest Financial Services, Inc., Benefitcorp Equities, Inc., Fortis Investors, Inc., Marquette Financial Services, Inc., and American Express Financial Advisors Inc..

Firm Information

Renee Olmschenk is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Renee Olmschenk’s Registration & Firm History

MN

01/03/2006 - Present

Kestra Investment Services, LLC (Plymouth MN)

CT

10/28/2004 - 12/31/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

MN

06/18/2002 - 09/02/2004

STANTON INVESTMENT SERVICES, INC. (PLYMOUTH MN)

MN

08/20/1997 - 06/17/2002

MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

MN

04/11/1996 - 08/20/1997

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

CO

04/21/1995 - 04/16/1996

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

MN

09/24/1992 - 12/31/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

11/27/1989 - 09/29/1992

MARQUETTE FINANCIAL SERVICES, INC.

MN

04/25/1986 - 11/21/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Marie Olmschenk.
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