This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ADVISORY SOLUTIONS GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 11, 2015

First registration

Aug 21, 2015

Dual registered

no

Other names

KATE ANNE THAYER|KATHLEEN THAYER|KATE THAYER RENTZ|KATHLEEN ANNE THAYER

IAPD individual key

6548312

• Occurred

  Jun 2, 2026
  Advisor changed firm

  Kathleen Thayer Rentz left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8a85ccc4-1d1a-a423-fd0d-066408ba301c

First observed

Aug 21, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.