Kelly T Renner

Current Employers

Employment History

• 10/2012 → Present
  Legal Shield
  Augusta, GA
• 02/2016 → 12/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2016 → 12/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2023 → Present
  Rossby Financial , Llc
  Melbourne, FL

Previous Registrations

• 2016-02-18 → 2023-12-11
  Cambridge Investment Research Advisors, Inc.
  Augusta, GA
• 2007-04-18 → 2016-02-26
  Avantax Advisory Services
  Perrysburg, OH

Other Businesses

1) LIFE STRATEGIES FINANCIAL PARTNERS LLC, 3540 WHEELER RD, STE 304, AUGUSTA, GA, 4/2010 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/SIGNING CLIENTS UP FOR LEGALSHIELD SERVICES. 5 HR/WK - 5/TRADING. 2) WHEELER EXECUTIVE CENTER, 3540 WHEELER RD, STE 304, AUGUSTA, GA, 01/01/2023, Vice President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/WK - 4 HR/TRADING. 3) RENNER FINANCIAL LLC, 510 TUDOR BRANCH, GROVETOWN, GA, 7/2008 AS OWNER OF RENTAL COMMERCIAL REAL ESTATE. NIR - 1 HR/MO - 0/TRADING. 4) LEGAL SHIELD, AUGUSTA, GA, NOT INVESTMENT RELATED, SALES, SALES ASSOCIATE, START DATE: 10/2012, 2 HOURS PER MONTH DEVOTED, 2 HOURS PER MOTNH DEVOTED. DURING SECURITIES TRADING HOURS. SELL LEGAL SHIELD SERVICES/PRODUCTS 5) LIFE STRATEGIES FINANCIAL PARTNERS, LLC, INVESTMENT RELATED, DBA NAME FOR ADVISORY SERVICES OFFERED THROUGH ROSSBY FINANCIAL, LLC, INVESTMENT ADVISOR REPRESENTATIVE, START DATE 12/2023, DBA NAME/SUPPORT COMPANY 6) LIFE STRATEGIES INSURANCE PARTNERS LLC, INVESTMENT RELATED, 3540 WHEELER ROAD STE. 304 AUGUSTA GA 30909, FIXED INSURANCE, OWNER/AGENT, START DATE: 10/01/2024, 10 HOURS DEVOTED PER MONTH, SELL FIXED INSURANCE PRODUCTS TO INDIVIDUALS AND BUSINESSES

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-09
• S63 Uniform Securities Agent State Law Examination
  2002-05-08

Designations