# WRENNE FINANCIAL PLANNING LLC

WRENNE FINANCIAL PLANNING LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 173029
- Type: SEC-registered investment adviser
- SEC file number: 801-124952
- Location: 996 E. NEW CIRCLE ROAD, LEXINGTON, KY, 40505
- Phone: 859-538-6044
- Latest filing: 2026-07-23
- Regulatory AUM: $297.9M
- Discretionary AUM: $297.9M
- Clients: 11
- Accounts: 2,351

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Bryan Wrenne | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | — |
| Jennifer Delorbe Quire | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WRENNE DANIEL BRYAN | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | — |
| QUIRE JENNIFER DELORBE | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Theresa F Scheu | CHIEF MARKETING OFFICER | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-07-09 | regulatory | TRANSACTING BUSINESS AS AN INVESTMENT ADVISER (GREATER THAN 5 CLIENTS) WITHIN THE STATE OF PENNSYLVANIA PRIOR TO REGISTRATION. | Final | $4K |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 859-538-6044 |
| — | — | 1 | 859-538-6044 |
| — | — | 1 | (850) 375-0871 |
| — | — | 1 | 859-538-6044 |
| — | — | 1 | 859-538-6044 |
| — | — | 1 | 859-538-6044 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173029/similar
- Related entities: https://search.stillhousedata.com/firm/173029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173029

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.