Renee Catherine Harvey

Employer firm

Planning Works Advisory, Inc. CRD 317834

$200M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2022 → Present
  Planning Works Advisory, Inc.
  Austin, TX
• 08/2016 → 12/2024
  Calton & Associates, Inc.
  Austin, TX

Other Businesses

1) Self employed Independent Insurance agent. 2) Employee/Shareholder of Planning Works, Inc., a separate legal entity established for accounting and tax purposes. 3) Volunteer Advisor for Chi Omega Fraternity - Iota Chapter, located in Austin, TX. 4) Independent Sales Representative for The THRIVE Experience, a home based vitamin/nutrition supplement business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-24
• S63 Uniform Securities Agent State Law Examination
  2001-01-13

Other Names

• Renee Catherine Harvey
• Renee Catherine Shilling
• Renee Catherine Shilling