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Daniel Bryan Wrenne

WRENNE FINANCIAL PLANNING LLC·LEXINGTON, Kentucky
Unclaimed Profile
996 E. NEW CIRCLE ROAD, LEXINGTON, KY 40505CRD# 5044257Firm CRD# 173029
01

About

Daniel Bryan Wrenne is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with WRENNE FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
AUM
$140M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WRENNE FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5044257
Firm CRD# 173029
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Bryan Wrenne offer?
Daniel Bryan Wrenne specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Daniel Bryan Wrenne's credentials?
Daniel Bryan Wrenne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Bryan Wrenne located?
Daniel Bryan Wrenne is based in LEXINGTON, Kentucky, working with WRENNE FINANCIAL PLANNING LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Daniel Bryan Wrenne charge for services?
Daniel Bryan Wrenne's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WRENNE FINANCIAL PLANNING LLC?
WRENNE FINANCIAL PLANNING LLC has approximately 9 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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