WRENNE FINANCIAL PLANNING LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 173029). Regulatory assets under management: $297.9M.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| 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 |
| 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 |