Tracey Kulpa Brenneise

Current Employers

Employment History

• 08/2016 → 10/2017
  Lpl Financial, Llc
  Austin, TX
• 11/2017 → 01/2018
  Erben Associates, Llc
  Austin, TX
• 11/2017 → 12/2017
  M Holdings Securities, Inc.
  Austin, TX
• 01/2018 → 06/2020
  Stonewater Wealth Management Inc.
  Corpus Christi, TX
• 06/2020 → Present
  Ironoak Wealth Llc
  Cedar Park, TX
• 06/2020 → Present
  Independent Insurance Agent
  Huntington Beach, CA
• 04/2019 → Present
  Independent Contractor
  Huntington Beach, CA
• 10/2018 → Present
  Independent Contractor
  Huntington Beach, CA

Previous Registrations

• 2018-01-03 → 2022-03-23
  Stonewater Wealth Management, Inc.
  Corpus Christi, TX
• 2017-11-03 → 2018-01-03
  Erben Associates, Llc
  Austin, TX
• 2016-08-26 → 2017-10-27
  Lpl Financial Llc
  Austin, TX
  Austin, TX
  Rock Hil, SC
• 2006-05-08 → 2010-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockledge, FL
• 2004-10-26 → 2006-02-24
  Waddell & Reed
  Great Falls, MT
  Great Falls, MT
• 2004-08-17 → 2004-10-04
  D.A. Davidson & Co.
  Great Falls, MT

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; HUNTINGTON BEACH, CA; START 06/2020; 5% OF TIME SPENT IN THIS BUSINESS PRACTICE

Exams

• S66 Uniform Combined State Law Examination
  2004-08-13

Other Names

• Tracey Erin Kulpa
• Tracey Erin Griffin
• Tracey Kulpa Griffin
• Tracey Kulpa Griffin
• Tracey Erin Kulpa
• Tracey K Vanderhoeven
• Tracey E Vanderhoeven
• Tracey Kulpa Brenneise
• Tracey Kulpa
• Tracey Brenneise