Rachel T. Wren
Professional summary
Rachel T Wren, who also goes by Rachel Caroline Thomas, Rachel C Thomas, Rachel Thomas Wren, Rachel Wren, is a registered financial advisor currently at ALTURA WEALTH ADVISORS located in Virginia Beach, Virginia.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Rachel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel T Wren's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2025 - Present
ALTURA WEALTH ADVISORS
Office #1: 4669 South Blvd Ste 105, Virginia Beach, VA 23452February 9, 2018 - September 30, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 9, 2018 - September 30, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 1, 2016 - January 23, 2018
MML INVESTORS SERVICES, LLC
February 25, 2011 - November 9, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 21, 2010 - November 9, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2025)
Exams
Current Firm
ALTURA WEALTH ADVISORS
CRD#: 337998 / SEC#: 801-134316
Contact information
SEC notice filing (6 States and Territories)
Red Flags
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