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President/chief Compliance Officer · Asset Planning Corporation

Renee S. Post

CRD 4237548 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset Planning Corporation, an SEC-registered wealth manager based in W. Palm Beach, FL with $104 million in regulatory assets, lists Renee S. Post on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Renee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Renee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.