Tracey Kulpa Brenneise
Investment adviser representative at Ironoak Wealth
10 yearsExperience
1 stateRegistered in
$162MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ironoak Wealth LLCJun 2020 to now
- Independent Insurance AgentJun 2020 to now
- Independent ContractorOct 2018 to now
- Stonewater Wealth Management Inc.Jan 2018 to Jun 2020
- Erben Associates, LLCNov 2017 to Jan 2018
- M Holdings Securities, Inc.Nov 2017 to Dec 2017
- LPL Financial, LLCAug 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ironoak Wealth
Legal name: Ironoak Wealth LLC
$162MAssets managed
332Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4612688
- Firm CRD
- 306403