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Maxie Edward Wrenn

WRENN FINANCIAL STRATEGIES, INC.·RALEIGH, North Carolina
Clean recordWRENN FINANCIAL STRATEGIES, INC.
8352 SIX FORKS ROAD, SUITE 201, RALEIGH, NC 27615CRD# 1849570Firm CRD# 109214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maxie Edward Wrenn · RALEIGH, NC
Registration
CRD #1849570 · WRENN FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Maxie Edward Wrenn is a registered financial advisor based in RALEIGH, North Carolina, affiliated with WRENN FINANCIAL STRATEGIES, INC.. 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
Introduction

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03

Firm Overview

Firm
WRENN FINANCIAL STRATEGIES, INC.
WRENN FINANCIAL STRATEGIES, INC.
AUM
$225M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WRENN FINANCIAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1849570
Firm CRD# 109214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Maxie Edward Wrenn offer?
Maxie Edward Wrenn specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Maxie Edward Wrenn's credentials?
Maxie Edward Wrenn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maxie Edward Wrenn located?
Maxie Edward Wrenn is based in RALEIGH, North Carolina, working with WRENN FINANCIAL STRATEGIES, INC.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Maxie Edward Wrenn charge for services?
Maxie Edward Wrenn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WRENN FINANCIAL STRATEGIES, INC.?
WRENN FINANCIAL STRATEGIES, INC. has approximately 3 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WRENN FINANCIAL STRATEGIES, INC.

Janice Regi Wrenn
RALEIGH, NC

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Research
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