Renee Rose Kremm
Investment adviser representative at LPL Enterprise, LLC
17 yearsExperience
3 statesRegistered in
ChFC®Designation
$24.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaDec 2019 to now
- Pruco Securities LLCDec 2019 to Nov 2024
- Windward FinancialSep 2013 to Oct 2018
- Eagle Strategies LLCNov 2009 to Dec 2019
- Nylife Securities LLCOct 2009 to Dec 2019
- New York Life Insurance CompanySep 2009 to Dec 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 3 states (IN, MD, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4255408
- Firm CRD
- 8733