Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Reane Fenner is a financial professional with over 10 years of experience in the financial services industry. Rhonda is currently registered with Innovation Partners LLC, a financial firm specializing in providing consulting services to qualified retirement plans. Rhonda is a Series 6, 7, 24, 26, 63, SIE, and 99TO licensed professional and holds a state registration in Colorado, Florida and Utah.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
07/26/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
MN
11/03/2018 - 12/12/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/19/2016 - 01/25/2017
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
CO
10/18/2011 - 03/05/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
WI
03/17/2006 - 08/24/2011
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 04/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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