Jacqueline Claire Silvis
Investment adviser representative at Wrenne Financial Planning LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$297.9MFirm assets
Are you Jacqueline Claire Silvis? Claim your profile
Contact this firm
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
10 years in the industry.
- Wrenne Financial Planning LLCJan 2022 to now
- Physician Wealth ServicesSep 2019 to Dec 2021
- Association of Equipment ManufacturersOct 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7727710
- Firm CRD
- 173029