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Brian Keith Wronko

Wise Wealth, LLC

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About Brian Keith Wronko

Brian Keith Wronko is a financial advisor with Wise Wealth, LLC. Brian has been in the financial industry since 2007. Brian is registered to provide investment advisory services in Texas and Mississippi. Brian is a registered representative with Creativeone Wealth, LLC. Brian is also a board member of Taste Project, a non-profit organization in Fort Worth, Texas.

Firm Information

Brian Wronko is currently registered with Wise Wealth, LLC. Wise Wealth, LLC is a registered investment advisor located in LEE'S SUMMIT, MO. They manage approximately $326,194,407 in assets for 3,419 clients. They offer financial planning, portfolio management for individuals, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Wise Wealth, LLC

11 SE 2ND ST.

LEE'S SUMMIT, MO 64063

$326.19M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Wronko’s Registration & Firm History

TX

05/14/2023 - Present

Wise Wealth, LLC (FORT WORTH TX)

TX

04/07/2016 - 05/16/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)

TX

06/08/2007 - 03/23/2016

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 12/31/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Keith Wronko.
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