Johanna F. Turner
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CRD#: 5397509
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Johanna Fox Turner, CFP®, who also goes by Johanna P Turner, Johanna Turner, was a registered financial professional .
Johanna is a previously registered financial professional and started their career in finance in 2007. Johanna had worked at 3 firms and has passed the Series 65 exam.
Biography
Is money the way you keep score in your life? We believe that money is only a tool, a means to an end. Therefore, we'll focus on your lives and what's important to you before we talk numbers. For example - why are you saving? What money messages have you kept from childhood? Where are your biggest "pains" and what brings you joy? How would you define success if we work together? Until you (and your spouse) understand what drives you to save and spend, it may be difficult to have a healthy relationship with your money. Once you do, though, financial planning has a purpose and logic. Helping clients through this process is immensely gratifying. For the record, we don't believe people need a plan, they need planning. Financial planning is what our clients pay us for. We are actively involved in every step of the process - which means you are interacting with a person instead of struggling with a long-winded report that will soon be outdated. It is never too late to tackle those sticky financial issues. It's important to find an advisor who is capable, trustworthy, and empathetic. The right person can have an unimaginable impact on your quality of life - both now and in the future - so our first chat (by phone or in person) is free. We want you to make a choice that you will be glad you made for years to come. Call or email to find out more about your no-charge initial meeting - we look forward to hearing your story!
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Tax Planning
Divorce Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Hourly
Medical Professionals
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
No
Aliases
Johanna P Turner | Johanna Turner
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.
JOHANNA FOX CPA INC NOT INVESTMENT-RELATED 907 PARIS RD, MAYFIELD, KY 42066 CPA FIRM 1995 40 HRS/MO MID-APRIL THROUGH THE FOLLOWING JANUARY; 80 HRS/MO FEBRUARY THROUGH MID-APRIL 30 HRS/MO MID-APRIL THROUGH THE FOLLOWING JANUARY; 70 HRS/MO FEBRUARY THROUGH MID-APRIL CONSULTING, MANAGEMENT, MARKETING Milestones Financial Planning, LLC DBA Fox & Company Wealth Management Investment Related 907 Paris Road, Suite B, Mayfield, KY 42066 Financial Planning and Wealth Management Firm Start Date 10/2009 160 hours per month 160 hours per month during trading hours Managing Partner and Financial Planner
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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: 2007
Experience
Past
August 23, 2023 - May 3, 2024
WRENNE FINANCIAL PLANNING LLC
RIA
CRD#: 173029
Brentwood, TN
Past
October 26, 2009 - December 1, 2023
FOX & COMPANY WEALTH MANAGEMENT
RIA
CRD#: 151629
MAYFIELD, KY
Past
October 15, 2007 - October 28, 2009
WOODSTOCK FINANCIAL GROUP, INC.
RIA
CRD#: 38095
WOODSTOCK, GA
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.
Visual representation of state registrations
This advisor is not registered in any state.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
