Patrick George Renn

Employer firm

The Renn Wealth Management Group, Inc. CRD 117500

$152M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/1975 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 01/2003 → Present
  Bisys
  Atlanta, GA

Other Businesses

(1)Name of Business: 3205 Investors Llc Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305-1308, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Own LLC which owns my office building. (2)Name of Business: Alliance for Christian Media Address: 4062 Peachtree Road NE, Ste A629, Atlanta, GA, 30305, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/29/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Endowment Chair (3)Name of Business: Campbell Address: 1 Brookhaven Drive #103 , Atlanta , GA, 30319, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 06/14/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Executor (4)Name of Business: Day 1/Alliance for Christian Media Address: 2715 Peachtree RD, atlanta , GA, 30305, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/13/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of Endowment (5)Name of Business: Finding Your Money's Greater purpose Address: 3205 Paces Ferry Place NW, Atlanta, GA, 30305, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 07/21/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: published book with that title (6)Name of Business: Renn Wealth Management Group Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/12/2006 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: non variable life insurance sales (7)Name of Business: The Helen Plummer Christian Media Endowment Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305-1308, United States Activity Type: Non profit Position/Title: Officer - CEO Investment Related: Yes Start Date: 08/25/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Endowment Chair

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-04-09