Renee Kristine Scherzer

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 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

• 08/2006 → 02/2020
  Lpl Financial, Llc
  Scottsdale, AZ
• 01/2020 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2016-09-27 → 2020-02-21
  Lpl Financial Llc
  Scottsdale, AZ
  Fort Mill, SC
  Scottsdale, AZ

Other Businesses

CGR HOLDINGS, LLC; NOT INVESTMENT RELATED; SCOTTSDALE, AZ 85255; BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY; 6/2017; 1 HOUR/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY ___|___ AUL/ONEAMERICA; INVESTMENT RELATED; SCOTTSDALE, AZ 85255; INSURANCE AGENT; 9/2017; 1 HOUR/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; NON-VARIABLE INSURANCE SALES ___|___ RENEE, INC; NOT INVESTMENT RELATED; SCOTTSDALE, AZ 85255; OWNER; MANAGING MEMBER; 6/2025; 20 HOURS/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; INSPIRATIONAL AND THOUGHT LEADERSHIP PODCAST, WRITING AND SPEAKING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-26
• S63 Uniform Securities Agent State Law Examination
  1995-06-30

Other Names

• Renee Kristine Mercato
• Renee Kirstine Mercato
• Renee Kristine Marcato
• Renee Kristine Scherzer
• Renee Kristine Scherzer
• Renee Kristine King
• Renee Kristine King-Scherzer
• Renee Kristine King
• Renee Scherzer