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John Wrenn Sr.

Advisor at Synovus Securities, Inc.

Updated today

Location

Chapin, SC

Credentials

Series 63, Series 65

Industry experience

33 years

About

John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

Client services

Based on Synovus Securities, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax related services, administrative services

Expertise

Based on Synovus Securities, Inc.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies

Occupation focus

Based on Synovus Securities, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning engagements, typically $1,500 and up depending on complexity; flat fee arrangements for advisory accounts may also be negotiated.

Percentage

$0 - $500,000: 1.40% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.13% to 1.02% subadviser fees plus 0.17% to Envestnet (Separately Managed Account Program) $0 - $500,000: 1.26% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.16% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $1,000,001 - $2,000,000: 1.06% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $2,000,001+: 0.96% paid to SSI plus 0.00% to 0.18% subadviser fees plus 0.13% to Envestnet (Strategic Allocation Program) $0 - $500,000: 1.30% paid to SSI plus 0.25% to 0.35% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program, minimum $50,000) $500,001 - $1,000,000: 1.20% paid to SSI plus 0.23% to 0.30% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $1,000,001 - $2,000,000: 1.10% paid to SSI plus 0.20% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $2,000,001+: 1.00% paid to SSI plus 0.15% to 0.25% subadviser fees plus 0.13% to Envestnet (Tactical Allocation Program) $0 - $500,000: 1.15% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program, minimum $15,000) $500,001 - $2,000,000: 1.05% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $2,000,001+: 0.95% paid to SSI plus 0.10% subadviser fees plus 0.10% to Envestnet (Foundations program) $0 - $500,000: 1.46% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program, minimum $100,000) $500,001 - $1,000,000: 1.36% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $1,000,001 - $2,000,000: 1.26% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $2,000,001+: 1.16% paid to SSI plus 0.08% to Envestnet (Advisor Directed Program) $0 - $500,000: 1.40% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program, minimum $100,000) $500,001 - $1,000,000: 1.30% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $1,000,001 - $2,000,000: 1.20% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program) $2,000,001+: 1.10% paid to SSI plus 0.15% to 0.67% subadviser fees plus 0.12% to Envestnet (Unified Managed Account Program)

Commissions

Commission-based compensation for brokerage accounts and insurance product sales.

Project-based

Hourly financial planning services at rates from $150 to $300 depending on complexity and advisor experience.

Other

Account minimum: $15,000 Minimum fee: Minimum annual fee of $500 for Variable Insurance Contract Program. Fee-only: Financial planning fees starting at $1,500 per comprehensive plan or $150 to $300 per hour depending on complexity; fees negotiable.

Location

Chapin, SC

Most active in

California · Michigan · North Carolina · South Carolina

Work history

Pinnacle Bank

2026 - Present (1 year)

Synovus Securities, Inc.

2019 - Present (7 years)

Synovus bank

2006 - 2025 (19 years)

Synovus Securities, Inc.

2000 - 2019 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger H

Series 63, Series 65

Columbia, SC

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Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.

General tax planning General estate planning guidance Retirement income strategy Income planning Business exit / sale strategy Founder/Business Owner
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David K

Series 65

Columbia, SC

Spectrum Wealth Advisors, LLC

David Kaucher is a financial advisor at Spectrum Wealth Advisors, LLC in Columbia, SC, holding a Series 65 credential with nine years of industry experience. He has been with Spectrum Wealth Advisors since 2016 and previously worked at Blue Cross Blue Shield of South Carolina. Spectrum Wealth Advisors provides discretionary portfolio management, retirement-plan advisory, and consulting services primarily to dental practitioners as well as pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, using diversified, passively managed funds and conservative fixed income securities. It is notable for its affiliation with an accounting practice and its specialized focus on employee benefit plans.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Dentist
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Jeffrey S

Series 63, Series 65

Prosperity, SC

Compass Financial, LLC

Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

Passive / index investing Tax-loss harvesting
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Jonathan O

Series 65

Lexington, SC

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Jonathan O'Reilly is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Lexington, SC, with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and concurrently at Limehouse Wealth Management LLC since 2026. Outside of advisory roles, he has provided insurance and non-legal estate planning administrative services through Limehouse Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management through a large network of affiliated offices.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Life insurance needs analysis
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Jeremiah B

Series 65

Chapin, SC

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Jeremiah Barwick is a financial advisor at Keen Capital, Ltd with a Series 65 designation and one year of industry experience. His prior work includes roles at Wealth Enhancement Group and TrinityPoint Wealth, LLC, as well as service in the United States Air Force. He has also worked in consulting and insurance prior to his current position. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations by providing comprehensive wealth management that integrates financial planning and investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds, ETFs, individual securities, and independent managers, and also offers accounting and tax-related services on fixed-fee arrangements.

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Thomas G

CFP®, Series 63, Series 65

Chapin, SC

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Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Divorce financial planning College savings (529s, UTMA, etc.) Options & derivatives strategies
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