Kevin
Renz
First Citizens Investor Services, Inc
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About this Advisor
Kevin Renz is a financial advisor operating in Arden, North Carolina, who has 5 years of industry experience. Renz currently works for First Citizens Investor Services, Inc. Their career trajectory has included roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and First Citizens Investor Services. Renz has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. First Citizens Investor Services, Inc is a company operating out of Raleigh, NC. It has offices in 73 locations and a total of 250 employees. It manages $2 billion in total assets between its 5,949 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,949 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. However, fee types charged by First Citizens Investor Services, Inc can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Renz Work History
Kevin has been registered as a financial advisor for 5 years.*
First Citizens Investor Services
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Members Trust Company
Secu Brokerage Services
Credit Union Investment Services
State Employees' Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Renz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Charlotte, NC
Charlotte, NC
Wilmington, NC
Mount Pleasant, SC
Durham, NC
Raleigh, NC
Raleigh, NC
Charleston, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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