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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • CO RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

813 Main St, Delta, CO 81416 • United States

811 Main St, Delta, CO 81416 • United States

Delta, CO • 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
Edward Jones St Louis MO 11/2008 05/2020
Renae Coffman Wealth Management Group, Llc Delta CO 05/2020 Present
L&C Center Delta CO 01/2017 Present
Cetera Advisors Llc Denver CO 05/2020 Present
Rcwmg Rental, Llc Delta CO 05/2020 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Meant To Be, Llc Maricopa AZ 04/2026 Present
  • 11/2008 → 05/2020
    St Louis, MO
  • 05/2020 → Present
    Renae Coffman Wealth Management Group, Llc
    Delta, CO
  • 01/2017 → Present
    L&C Center
    Delta, CO
  • 05/2020 → Present
    Cetera Advisors Llc
    Denver, CO
  • 05/2020 → Present
    Rcwmg Rental, Llc
    Delta, CO
  • 03/2024 → Present
    Schaumburg, IL
  • 04/2026 → Present
    Meant To Be, Llc
    Maricopa, AZ
Previous Registrations
  • 2009-01-26 → 2020-05-11
    Grand Junction, CO
    Delta, CO
    St Louis, MO
Other Businesses

(1) NAME OF OTHER BUSINESS: RENAE COFFMAN WEALTH MANAGEMENT GROUP,LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2) N/A, NOT INVESTMENT RELATED, 192 TZ TRAIL, GRAND JUNCTION, CO, 81503, FARM/HORSE TRAINING, STARTED 06/2014, POSITION/TITLE/RELATIONSHIP: TRAINER, APX 3 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SELLS PIGS, TRAINS AND SELLS PERFORMANCE HORSES. (3) L&C CENTER, NOT INVESTMENT RELATED, 811 & 813 MAIN ST, DELTA, CA, 81416, REAL ESTATE, STARTED 01/2017, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COLLECTS RENT ON OWNED OFFICE BUILDING. (4) NAME OF OTHER BUSINESS: RCWMG RENTAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER/PROPERTY MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROPERTY USED FOR RENAE COFFMAN WEALTH MANAGEMENT GROUP & SMALL APARTMENT RENTAL; (5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PUBLIC NOTARY ; START DATE: 06/2020 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 2/ YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 2/ YEAR BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS ; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/1/2002; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7) NAME OF OTHER BUSINESS: MEANT TO BE, LLC; INVESTMENT RELATED: NO; ADDRESS: 16280 N RALSTON RD, MARICOPA, AZ 85139; NATURE OF BUSINESS: RESIDENTIAL HORSE PROPERTY; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN AND MANAGE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-15
  • S66 Uniform Combined State Law Examination
    2009-01-15
Other Names
  • Renae Michelle Coffman

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