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Jacqueline Claire Griggs

Wrenne Financial Planning LLC

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About Jacqueline Claire Griggs

Jacqueline Griggs is a Certified Financial Planner® with Wrenne Financial Planning LLC. Jacqueline has been in the financial services industry since 2012, and has experience working with individuals and families. Jacqueline is registered with the state of Colorado and Texas to provide investment advice.

Firm Information

Jacqueline Griggs 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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Jacqueline Griggs’s Registration & Firm History

KY

04/20/2023 - Present

Wrenne Financial Planning LLC (LEXINGTON KY)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Claire Griggs.
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