Paul Joseph Rentmeester

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 06/2011 → Present
  Bank Of America, N.A.
  Green Bay, WI

Other Businesses

I*129804 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Francis Xavier Investment Advisory Committee Investment related: Y Address of business: Green Bay, Wisconsin 54301 Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 4 hour(s) Annually Number of hours devoted during trading hours: 4 Duties: This committee is tasked with providing a second set of eyes for the investment decisions that are being made by St. Francis Xavier Investment Corporation

Exams

• S66 Uniform Combined State Law Examination
  2008-09-05
• S63 Uniform Securities Agent State Law Examination
  2007-11-29

Other Names

• Paul Joseph Rentmeester
• Paul J Rentmeester