Tamra Rae Wener

Current Employers

Employment History

• 07/2014 → 07/2024
  Rivkin & Rivkin, Llc
  Lincolnshire, IL
• 06/2015 → Present
  Rw Finanical Planning, Llc
  Lincolnshire, IL
• 07/2024 → Present
  Mosaic Fi Llc
  Lincolnshire, IL

Previous Registrations

• 2016-01-04 → 2024-12-31
  Rw Financial Planning, Llc
  Lincolnshire, IL
• 2014-11-19 → 2015-03-27
  Moller Wealth Partners
  Northfield, IL
• 2010-01-13 → 2014-12-31
  Renew Financial Consulting, Inc.
  Vernon Hills, IL

Other Businesses

My husband and I are joint partners in Austin Ventures, LLC, a residential rental business. It is not investment-related. Address is 2100 Broadmoor Lane, Vernon Hills, IL. The nature of the business is to purchase residential real estate and rehab the properties to sell or rent. My position is Manager. The business started in April 2003. I spend less than 5 hours per month on this business and none of the hours are spent during securities trading hours. Duties include financial due diligence, legal document review, and accounting. I am currently the sole manager and owner, financial planner and compliance officer of RW Financial Planning and plan to continue in this role through December 31, 2024 when all of my business will be transitioned to Mosaic FI, LLC. I am also an adjunct instructor at Northwestern University School of Professional Studies. When class is in session, I spend 9 hours per month on this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-08-25

Designations

Other Names

• Tamra R Wener