Unclaimed Profile

Daniel Bryan Wrenne

WRENNE FINANCIAL PLANNING LLC·LEXINGTON, Kentucky

SIE, Series 7, Series 66Clean record20 years registeredWRENNE FINANCIAL PLANNING LLC

996 E. NEW CIRCLE ROAD, LEXINGTON, KY 40505CRD# 5044257Firm CRD# 173029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Bryan Wrenne · LEXINGTON, KY

Registration

CRD #5044257 · WRENNE FINANCIAL PLANNING LLC · 20 years registered

Brand Profile

Not yet started

Career History

WRENNE FINANCIAL PLANNING LLC

Nov 2014 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

May 2006 – Nov 2014

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 22, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WRENNE FINANCIAL PLANNING LLC

CRD 173029 · SEC 801-124952

AUM

$140M

Regulatory assets under management

Employees

1,827 client accounts

Services offered by WRENNE FINANCIAL PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WRENNE FINANCIAL PLANNING LLC →

Introduction

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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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