Unclaimed
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.
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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2
KY
06/02/2022 - Present
Wrenne Financial Planning LLC (LEXINGTON KY)
PA
08/30/2017 - 06/22/2021
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
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
Active
Inactive
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