Kelly T Renner
Investment adviser representative at Rossby Financial, LLC
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$854.8MFirm 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
14 years in the industry.
- Rossby Financial , LLCDec 2023 to now
- Legal ShieldOct 2012 to now
- Cambridge Investment Research Advisors, Inc.Feb 2016 to Dec 2023
- Cambridge Investment Research, Inc.Feb 2016 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, MI, TX).
Rossby Financial, LLC
$854.8MAssets managed
3,910Clients
31Advisers
3 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
- 4496278
- Firm CRD
- 324631