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Jacqueline Claire Silvis

Wrenne Financial Planning LLC

Denver, CO

Lexington, KY

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Current Employers
Wrenne Financial Planning Llc

Lexington, KY • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-04-20
TX RA APPROVED 2023-04-20
  • CO RA
    APPROVED
    Since 2023-04-20
  • TX RA
    APPROVED
    Since 2023-04-20

Branch Locations

Denver, CO • United States

Lexington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wrenne Financial Planning Llc Lexington KY 01/2022 Present
Physician Wealth Services San Diego CA 09/2019 12/2021
Association Of Equipment Manufacturers Milwaukee WI 10/2016 09/2019
Oak Park Place Madison WI 10/2015 10/2016
  • 01/2022 → Present
    Wrenne Financial Planning Llc
    Lexington, KY
  • 09/2019 → 12/2021
    Physician Wealth Services
    San Diego, CA
  • 10/2016 → 09/2019
    Association Of Equipment Manufacturers
    Milwaukee, WI
  • 10/2015 → 10/2016
    Oak Park Place
    Madison, WI
Designations
Other Names
  • Jackie Claire Griggs
  • Jacqueline Claire Silvis
  • Jackie Claire Silvis
  • Jacqueline Claire Griggs

View on SEC IAPD

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