Best Investors Account Sign in
Inactive

Renee C Baudoin

Chf Wealth Management, LLC

Lafayette, LA

CRD 7357025

Claim This Profile
Employer firm

Chf Wealth Management, LLC CRD 139331

195 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Chf Wealth Management, Llc

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-05-26
  • LA RA
    APPROVED
    Since 2021-05-26

Branch Locations

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • 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
Chf Wealth Management Lafayette LA 11/2015 Present
Clark Hanes & Faul Llc Lafayette LA 01/2007 Present
  • 11/2015 → Present
    Chf Wealth Management
    Lafayette, LA
  • 01/2007 → Present
    Clark Hanes & Faul Llc
    Lafayette, LA
Other Businesses

Clark, Hanes & Faul, LLC; CPA FIRM HIRED 01/01/2007; 120 HRS PER MONTH; 5 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS. RENEE E CLARK, LLC; TAX & FINANCIAL PLANNING;PRESIDENT; BEGAN 2/26/2008; 10 HOURS/MONTH; 0 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS.

Designations
  • Certified Financial Planner
Other Names
  • Renee Elizabeth Clark

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lafayette, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor