Renee Elizabeth Dirkse Sneed

Employer firm

Rockwall Wealth Management CRD 339856

$305M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension 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

• 12/2015 → Present
  Rockwall Wealth Managment, Inc.
  Rockwall, TX
• 01/2013 → Present
  Dirkse And Associates, Ltd.
  Rockwall, TX
• 05/2020 → Present
  Bft Financial Group, Llc
  Rockwall, TX
• 08/2021 → Present
  Leo Wealth, Llc
  Rockwall, TX

Previous Registrations

• 2021-10-08 → 2026-06-03
  Leo Wealth, Llc
  Edison, NJ
  Rockwall, TX
• 2020-05-13 → 2022-01-03
  Leo Brokerage, Llc
  Hurst, TX

Other Businesses

1) Dirkse & Associates, Ltd. Tax accountant in a non-investment related activity beginning in 2013. 2) BFT Financial Group, Investment Adviser Representative, 2020 3) Rockwell Wealth Management, Inc., Support Staff, DBA for Advisory Business, 2015

Designations

• Certified Financial Planner