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Rezny Wealth Management, Inc. CRD 109638
$576M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-25 |
| LA | RA | APPROVED | 2015-11-24 |
| FL | RA | APPROVED | 2009-04-06 |
| IL | RA | APPROVED | 1997-10-29 |
Branch Locations
5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rezny Wealth Management, Inc. | Fort Myers | FL | 09/2013 | Present |
LIFE INSURANCE AGENT;NOT INVESTMENT RELATED;AGENT SINCE 1987;APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS. RADIO SHOW, "THE REZNY WEALTH REPORT" ON WIND AM560, CHICAGOLAND BROADCAST LIVE 9-11AM CST EVERY SUNDAY ( 4-5 HOURS/MONTH DURING NON-TRADING HOURS), FIRST AIRED BROADCAST WAS 10-5-2008; RADIO SHOW, "THE REZNY WEALTH REPORT" ON WLSS AM930, SARASOTA/TAMPA, FL & WCCF AM1580 PUNTA GORDA/FT MYERS, FL BROADCAST LIVE 10-11AM EST EVERY SUNDAY;FIRST AIRED BROADCAST WAS 11-23-2008;(4-5 HOURS/MONTH DURING NON-TRADING HOURS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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