RIA Intelligence

WRENNE FINANCIAL PLANNING LLC

CRD #173029 SEC #801-124952 LEXINGTON, KY 859-538-6044
SEC Registered
Total AUM
$231.3M
Discretionary
$231.3M
Employees
11
Clients
26
Accounts
2,137

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kentucky
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2025
Branch Offices
6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
WRENNE, DANIEL, BRYANICHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICERE Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control
QUIRE, JENNIFER, DELORBEICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Oct 31, 2025 REGISTERED

Notice Filings (28)

AL AZ CA CO CT FL GA IL IN KS KY LA MA MD MI MO MS NC NH NY OH OK OR PA TN TX VA WA

Address

996 E. NEW CIRCLE ROAD
UNIT #270
LEXINGTON, KY 40505
United States
Phone: 859-538-6044