Tracey Kulpa Brenneise
Investment Adviser Representative at Ironoak Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tracey Kulpa Brenneise is an investment adviser representative with Ironoak Wealth in Huntington Beach, CA, where they have been registered since 2020. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Stonewater Wealth Management, Inc. and Erben Associates, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCAug 2016 – Oct 2017Austin, TX
- Erben Associates, LLCNov 2017 – Jan 2018Austin, TX
- M Holdings Securities, Inc.Nov 2017 – Dec 2017Austin, TX
- Stonewater Wealth Management Inc.Jan 2018 – Jun 2020Corpus Christi, TX
- Ironoak Wealth LLCJun 2020 – no end date reportedCedar Park, TX
- Independent Insurance AgentJun 2020 – no end date reportedHuntington Beach, CA
- Independent ContractorApr 2019 – no end date reportedHuntington Beach, CA
- Independent ContractorOct 2018 – no end date reportedHuntington Beach, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ironoak Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Cedar Park, TX
- SEC file number:
- 801-132175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tracey Kulpa Brenneise has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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