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Kevin Clay Wrenn

Ballast Financial Advisors, LLC

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About Kevin Clay Wrenn

Kevin Clay Wrenn is an Investment Advisor Representative at Ballast Financial Advisors, LLC, licensed in Maryland, Texas, and Virginia. Kevin has been with Ballast Financial Advisors since 2020, and has a Series 65 license. Kevin is a Certified Financial Planner. Kevin is a member of Anne Arundel County Public Schools, where Kevin is an assistant basketball coach.

Firm Information

Kevin Wrenn is currently registered with Ballast Financial Advisors, LLC. Ballast Financial Advisors, LLC is a registered investment advisor headquartered in West Chester, PA. They provide financial planning, pension consulting, and portfolio management services to individuals and families, as well as pension and profit-sharing plans. Ballast Financial Advisors has a team of 6 investment advisor representatives and 3 licensed agents, and manages approximately $247 million in assets for 1,343 clients. They offer a wrap fee program and participate in several other advisory services, including selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
Ballast Financial Advisors, LLC

535 N. CHURCH ST.

WEST CHESTER, PA 19380

$247.37M

Assets Under Management

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

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

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percentage of assets

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

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Kevin Wrenn’s Registration & Firm History

MD

01/01/2022 - Present

Ballast Financial Advisors, LLC (Annapolis MD)

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Licenses & Designations

IA

Issued 05/13/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Clay Wrenn.
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