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Renée Bangs Mrosowski

Investment Adviser Representative at SUMMIT GROUP RETIREMENT PLANNERS, INC.

Spanish Fort, ALCRD #7036439Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Alabama
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/22/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Summit Group Retirement Planners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT GROUP RETIREMENT PLANNERS, INC.Current
1/12/2024Spanish Fort, AL
LEAFHOUSE FINANCIAL ADVISORS, LLC
2/22/20191/18/2022Austin, TX

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUMMIT GROUP RETIREMENT PLANNERS, INC.

2 other advisors in the directory

View SUMMIT GROUP RETIREMENT PLANNERS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Renée Bangs Mrosowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Renée Bangs Mrosowski - Financial Advisor in Spanish Fort, AL | AdvisorFinder