Renee Suzanne Post

Employer firm

Asset Planning Corporation CRD 126242

$104M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 12/2023
  Financial Planning Investment Group
  West Palm Beach, FL
• 06/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2005 → Present
  Asset Planning Corp.
  West Palm Beach, FL
• 12/2023 → Present
  Financial Planning Investment Group
  West Palm Beach, FL

Other Businesses

1.FINANCIAL PLANNING INVESTMENT GROUP INC, 1615 FORUM PL #1A, WEST PALM BEACH, FL, 7/1999 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 2.ASSET PLANNING CORPORATION, 1615 FORUM PL #1A, WEST PALM BEACH, FL, AS PRESIDENT/ADVISORY REP OF A RIA. INV REL - 35/WK - 35/TRADING. 3. MAC & POST, 1615 Forum Place, suite 1A, West Palm Beach FL 33401, United States, 11/06/2023, Manager, Employee (receive a W-2), NIR, 20 HR/MO - 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2005-06-30

Designations

• Certified Financial Planner

Other Names

• Renee Suzanne Macloskey
• Renee Suzanne Post
• Renee Macloskey Post