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Kathleen Thayer Rentz

Advisory Solutions Group

Plymouth, MN

Dallas, TX

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Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

8117 Preston Rd Suite 300, Dallas, TX 75225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thayer & Co. Dallas TX 04/2015 04/2026
Dancing Angels Dallas TX 03/2015 01/2021
Global Financial Private Capital, Llc Sarasota FL 08/2015 12/2018
Cs Planning Corp. Portland OR 12/2018 04/2026
Advisory Solutions Group Dallas TX 05/2026 Present
  • 04/2015 → 04/2026
    Thayer & Co.
    Dallas, TX
  • 03/2015 → 01/2021
    Dancing Angels
    Dallas, TX
  • 08/2015 → 12/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 12/2018 → 04/2026
    Cs Planning Corp.
    Portland, OR
  • 05/2026 → Present
    Advisory Solutions Group
    Dallas, TX
Previous Registrations
  • 2018-12-20 → 2026-06-02
    Cs Planning Corp
    Dallas, TX
    Portland, OR
  • 2015-08-21 → 2018-12-21
    Global Financial Private Capital, Inc.
    Dallas, TX
    Sarasota, FL
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-11
  • S65 Uniform Investment Adviser Law Examination
    2015-08-11
Other Names
  • Kate Anne Thayer
  • Kathleen Thayer
  • Kate Thayer Rentz
  • Kathleen Anne Thayer

View on SEC IAPD

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