Renae Michelle Coffman
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Meant To Be, LLCApr 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCMay 2020 to now
- Rcwmg Rental, LLCMay 2020 to now
- Renae Coffman Wealth Management Group, LLCMay 2020 to now
- L&c CenterJan 2017 to now
- Edward JonesNov 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5614989
- Firm CRD
- 105644