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WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
LEXINGTON, Kentucky
·
2 registered advisors
·
CRD# 173029
SEC# 801-124952
5
859-538-6044
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WRENNE FINANCIAL PLANNING LLC
2 registered advisors
Daniel Bryan Wrenne
LEXINGTON, Kentucky
CRD# 5044257
Jennifer Delorbe Quire
LEXINGTON, Kentucky
CRD# 5528041
05
Office Locations
LEXINGTON, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. WRENNE FINANCIAL PLANNING LLC (CRD# 173029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.