Jennifer Delorbe Quire
Investment adviser representative at Wrenne Financial Planning LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$297.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Wrenne Financial Planning LLCMay 2018 to now
- Daniel Wrenne / Wrenne Financial PlanningNov 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Wrenne Financial Planning LLC
$297.9MAssets managed
428Clients
7Advisers
4 yearsIn 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
- 5528041
- Firm CRD
- 173029