Renn Williams, CRPS, CPFA

Partner, Retirement Plan Advisor

(659) 238-0010 ext. 101

Renn Williams serves as Partner and Co-Founder of Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). Renn serves as one of the lead consultants for the team, and Renn’s practice is solely focused on advising retirement plan committees and helping plan participants. He has a particular interest in behavioral finance within employer sponsored plans. Renn enjoys working with plan committees to make positive impacts on plan participants. Renn has serviced company sponsored retirement plans since 2004.

Renn obtained a Bachelor degree in Business Administration with a minor in economics from Millsaps College; he also has a Master of Business Administration degree from the Else School of Management. He is a Chartered Retirement Plan Specialist designee from the College for Financial Planning, and he also holds the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. Renn holds FINRA securities registrations 63, 65, 7, 24 and 53. Renn was named on the National Association of Plan Advisors “Aces” list for Top Retirement Plan Advisors under 40 in 2021. Additionally, he was named as one of the 401 top defined contribution retirement plan advisors in the country by the Financial Times in 2018, 2019 and 2020.

Education

Bachelor Degree in Business Administration
Minor in Economics
Millsaps College

Master of Business Administration Degree
Else School of Management

Do you need help?

Contact Renn at Advo(k)ate Advisors or submit a business inquiry in the form.

Disclosures

Renn Williams, Andrew Blankenship, and Charles Anderson are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor.

Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.

Candidates for the Aces List were nominated and voted on by industry associates, as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser’s future performance; and the investment adviser representative was not paid a fee to participate in the survey.

The Financial Times Top 401 Retirement Advisors list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans. The list was developed in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on asset management, and Broadridge Financial Solutions, Inc. a leading provider of data solutions and market intelligence. Ignites Research created the methodology and ranked the advisors. Broadridge provided unique data from its proprietary databases that helped identify advisors who specialize in serving DC plans, including 401(k) plans and other DC accounts. To qualify for the list, advisors had to have 20% or more of their total client assets in DC plans. Qualified advisors were then graded based on seven broad factors: DC assets under management, growth in DC plans and assets, degree of specialization in the DC business, experience, participation rate in DC plans advised, industry certifications, and compliance record. The NAPA Young Guns Top Plan Advisors Under 50 candidates were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser’s future performance; and the investment adviser representative was not paid a fee to participate in the survey.