Wrenne Financial Planning LLC

CRD 173029 · $297.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173029
SEC number: 801-124952
Firm type: RIA
Assets under management: $297.9M as of May 31, 2026
Website: www.linkedin.com/company/wrenne-financial-planning-llc/about ↗
Phone: 859-538-6044
Address: Not yet retrieved from the source record

Advisors at this firm

6 in our index · page 1 of 1

Hugh Bradley BakerCRD 6543257 · Gulf Breeze, FL

IA RegisteredRegistration inactive
Heather Joy LovalloCRD 5676729 · Pace, FL

IA Registered
Jennifer Delorbe QuireCRD 5528041 · Boulder, CO

IA Registered
Jacqueline Claire SilvisCRD 7727710 · Denver, CO

IA Registered
Jeffrey Earl WengerCRD 7380948 · North Canton, OH

IA Registered
Daniel Bryan WrenneCRD 5044257 · Lexington, KY

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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