Wrenne Financial Planning LLC

Wrenne Financial Planning LLC (CRD# 173029) is a financial advisory firm headquartered in Lexington, KY. They manage $139,932,765 in 1,827 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
3399 Tates Creek Road, Suite 115, Lexington, KY 40502
https://www.linkedin.com/company/wrenne-financial-planning-llc/about/
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    1,827
    ACCOUNTS
  • Average Account Value
    $76,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NY, OH, OK, OR, PA, TN, TX, VA, WA

Financial Advisors at Wrenne Financial Planning LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer Quire, financial advisor Lexington KY
Jennifer D. Quire
CRD#: 5528041
3399 Tates Creek Road, Suite 115, Lexington, KY 40502

Jennifer Quire (CRD# 5528041) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 12 years of experience in the finance industry.

2
Johanna Turner, financial advisor Lexington KY
Johanna F. Turner
CRD#: 5397509
3399 Tates Creek Road, Suite 115, Lexington, KY 40502

Johanna Turner (CRD# 5397509) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 16 years of experience in the finance industry.

3
Daniel Wrenne, financial advisor Lexington KY
Daniel B. Wrenne
CRD#: 5044257
3399 Tates Creek Road, Suite 115, Lexington, KY 40502

Daniel Wrenne (CRD# 5044257) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 17 years of experience in the finance industry.

4
Jacqueline Griggs, financial advisor Lexington KY
Jacqueline C. Griggs
CRD#: 7727710
3399 Tates Creek Road, Suite 115, Lexington, KY 40502

Jacqueline Griggs (CRD# 7727710) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has 1 year of experience in the finance industry.

5
Heather Lovallo, financial advisor Pace FL
Heather J. Lovallo
CRD#: 5676729
Pace, FL

Heather Lovallo (CRD# 5676729) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Pace, FL and has over 14 years of experience in the finance industry.

6
Jeffrey Wenger, financial advisor North Canton OH
Jeffrey E. Wenger
CRD#: 7380948
North Canton, OH

Jeffrey Wenger (CRD# 7380948) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in North Canton, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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