Daniel B. Wrenne
WRENNE FINANCIAL PLANNING LLC
LEXINGTON, KY 40505
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CRD#: 5044257
Professional summary
Daniel Bryan Wrenne, CFP®, ChFC®, CLU®, who also goes by Daniel B Wrenne, Daniel Bryan Wrenne, is a registered financial advisor currently at WRENNE FINANCIAL PLANNING LLC located in Lexington, Kentucky.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Daniel Wrenne has worked as a financial planner in Lexington KY since 2005. In 2014, he founded Wrenne Financial Planning to follow his passion of building an advice firm focused on financial planning. Ultimately, he loves helping others be their best financially.
Daniel values his faith in Christ and his family above all. He is an active member of Centenary United Methodist Church and enjoys spending time with his wife Alison and their son Noah. He has been doing what he loves professionally since graduating from the University of Florida in 2005.
Daniel’s vision is to build a multi-advisor planning firm that makes a difference in the industry and the lives of the clients they serve.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Insurance Planning
Estate Planning
Investment Planning
Budgeting
Retirement Planning
Social Security Planning
Education Planning
Debt Management
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Medical Professionals
Special Needs Planning
Are you a "fiduciary"?
Yes
Aliases
Daniel B Wrenne | Daniel Bryan Wrenne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Owner of Finance for Physicians, LLC, July of 2020, same address as RIA, podcast discussing financial planning, not directly investment-related, less than 5% of business hours per month spent on activity, duties include creating content for podcasts.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Bryan Wrenne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
November 3, 2014 - Present
WRENNE FINANCIAL PLANNING LLC
Office #1: 996 E. New Circle Road Unit #270, Lexington, KY 40505RIA
CRD#: 173029
LEXINGTON, KY
Past
May 22, 2006 - November 4, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LEXINGTON, KY
Past
March 31, 2006 - November 4, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LEXINGTON, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
CRD#: 173029 / SEC#: 801-124952
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)Alabama
Registered Investment Advisory firm - (5/9/2022 Terminated)California
Registered Investment Advisory firm - (6/8/2022 Terminated)Colorado
Registered Investment Advisory firm - (5/9/2022 Terminated)Florida
Registered Investment Advisory firm - (5/9/2022 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)Illinois
Registered Investment Advisory firm - (5/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (5/10/2022 Terminated)Kentucky
Registered Investment Advisory firm - (5/9/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (5/18/2022 Terminated)New York
Registered Investment Advisory firm - (5/9/2022 Terminated)North Carolina
Registered Investment Advisory firm - (5/20/2022 Terminated)Ohio
Registered Investment Advisory firm - (5/9/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (5/9/2022 Terminated)Virginia
Registered Investment Advisory firm - (5/10/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(11/3/2014)
IAR
Texas(2/24/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WRENNE FINANCIAL PLANNING LLC
WRENNE FINANCIAL PLANNING LLC
CRD#: 173029 / SEC#: 801-124952
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)Alabama
Registered Investment Advisory firm - (5/9/2022 Terminated)California
Registered Investment Advisory firm - (6/8/2022 Terminated)Colorado
Registered Investment Advisory firm - (5/9/2022 Terminated)Florida
Registered Investment Advisory firm - (5/9/2022 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)Illinois
Registered Investment Advisory firm - (5/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (5/10/2022 Terminated)Kentucky
Registered Investment Advisory firm - (5/9/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (5/18/2022 Terminated)New York
Registered Investment Advisory firm - (5/9/2022 Terminated)North Carolina
Registered Investment Advisory firm - (5/20/2022 Terminated)Ohio
Registered Investment Advisory firm - (5/9/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (5/9/2022 Terminated)Virginia
Registered Investment Advisory firm - (5/10/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
996 E. New Circle Road Unit #270, Lexington, KY 40505
Mailing Address
Phone number
(859) 538-6044
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,137 |
| AUM (Assets Under Management) | $ 231,316,219 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WRENNE FINANCIAL PLANNING LLC
CRD#: 173029Lexington, KY 40505TRUST BUT VERIFY
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