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Lexington, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-02 |
| KY | RA | APPROVED | 2014-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wrenne Financial Planning Llc | Lexington | KY | 10/2014 | Present |
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. 2. Commonwealth Center for Fathers & Families; Lexington, KY; Not Investment-Related; Board Treasurer; Non-profit promoting positive fatherhood & family engagement; Oversight of business financials; Devotes 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-09 |
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