Hugh B. Baker
WRENNE FINANCIAL PLANNING LLC
Gulf Breeze, FL
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CRD#: 6543257
Professional summary
Hugh Bradley Baker, CFP® is a registered financial advisor currently at WRENNE FINANCIAL PLANNING LLC located in Gulf Breeze, Florida.
Hugh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Hugh has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Hugh Bradley Baker'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: 2017
Experience
Current
June 2, 2022 - Present
WRENNE FINANCIAL PLANNING LLC
RIA
CRD#: 173029
Gulf Breeze, FL
Past
November 7, 2017 - June 22, 2021
ALLEGHENY INVESTMENTS, LTD.
RIA
CRD#: 7597
PITTSBURGH, PA
Past
August 30, 2017 - June 22, 2021
ALLEGHENY INVESTMENTS, LTD.
BD
CRD#: 7597
PITTSBURGH, PA
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
Florida(4/25/2024)
IAR
Texas(6/2/2022)
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.
