Renae Michelle Coffman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2008 → 05/2020
  Edward Jones
  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
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Meant To Be, Llc
  Maricopa, AZ

Previous Registrations

• 2009-01-26 → 2020-05-11
  Edward Jones
  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

• S66 Uniform Combined State Law Examination
  2009-01-15

Other Names

• Renae Michelle Coffman