Heather Joy Lovallo
Investment adviser representative at Wrenne Financial Planning LLC
13 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
13 years in the industry.
- Wrenne Financial Planning, LLCJan 2022 to now
- Wrenne Financial Planning, LLCNov 2020 to Dec 2021
- Homemaker/part-time StudentApr 2018 to Oct 2020
- Katana Software, Inc.Mar 2017 to Mar 2018
- HomemakerSep 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5676729
- Firm CRD
- 173029