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Hugh Bradley Baker

Wrenne Financial Planning LLC

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About Hugh Bradley Baker

Hugh Bradley Baker is a financial advisor with Wrenne Financial Planning LLC, with offices in Lexington, KY and Gulf Breeze, FL. Hugh is a Certified Financial Planner and has experience in the financial services industry. Hugh offers financial planning and portfolio management services to individuals and high net worth individuals. Hugh has a Series 7, Series 66, and SIE license, and has been registered with the Securities and Exchange Commission (SEC) since 2017.

Firm Information

Hugh Baker is currently registered with Wrenne Financial Planning LLC. Wrenne Financial Planning LLC is a financial planning firm based in LEXINGTON, KY. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. Their total regulatory assets under management is $139,932,765. The firm has 6 investment advisor representatives.
Wrenne Financial Planning LLC

996 E. NEW CIRCLE ROAD

LEXINGTON, KY 40505

$139.93M

Assets Under Management

30

Total Clients

6

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Hugh Baker’s Registration & Firm History

KY

06/02/2022 - Present

Wrenne Financial Planning LLC (LEXINGTON KY)

PA

08/30/2017 - 06/22/2021

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hugh Bradley Baker.
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