Tracey Brenneise (CRD# 4612688) is an Investment Advisor Representative working at Ironoak Wealth LLC in Cedar Park, TX and has over 19 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ironoak Wealth LLC | Cedar Park, TX | Jun 2020 - Current | 3 |
| Independent Insurance Agent | Cedar Park, TX | Jun 2020 - Current | 3 |
| Independent Contractor | Lakeway, TX | Apr 2019 - Current | 5 |
| Independent Contractor | Lakeway, TX | Oct 2018 - Current | 5 |
| Stonewater Wealth Management Inc. | Corpus Christi, TX | Jan 2018 - Jun 2020 | 2 |
| Erben Associates, LLC | Austin, TX | Nov 2017 - Jan 2018 | < 1 |
| M Holdings Securities, Inc. | Austin, TX | Nov 2017 - Dec 2017 | < 1 |
| Lpl Financial, LLC | Austin, TX | Aug 2016 - Oct 2017 | 1 |
| Unemployed | Austin, TX | Jun 2016 - Aug 2016 | < 1 |
| Sunamerica | Woodland Hills, CA | Dec 2013 - Jun 2016 | 2 |
| Aig Capial Services, Inc. | Woodland Hills, CA | Nov 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$276,932
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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