Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wrenne is a financial advisor with over 18 years of experience in the industry. He is currently registered with Wrenne Financial Planning LLC in Lexington, Kentucky. Daniel is a Certified Financial Planner and a Chartered Financial Consultant, and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Daniel has also held a previous position with Northwestern Mutual Investment Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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KY
11/02/2020 - Present
Wrenne Financial Planning LLC (LEXINGTON KY)
KY
03/31/2006 - 11/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEXINGTON KY)
BOTH
Issued 05/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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