Renee Elizabeth dirkse Sneed
Investment adviser representative at Rockwall Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$305.5MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Rockwall Wealth ManagementMay 2026 to now
- Leo Wealth, LLCAug 2021 to now
- Bft Financial Group, LLCMay 2020 to now
- Rockwall Wealth Managment, Inc.Dec 2015 to now
- Dirkse and Associates, Ltd.Jan 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rockwall Wealth Management
Legal name: Rockwall Wealth Management Inc
$305.5MAssets managed
612Clients
3Advisers
Under 1 yearIn 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
- 7253539
- Firm CRD
- 339856