Trailpoint Financial Planning

Trailpoint Financial Planning (CRD# 310766) is a financial advisory firm headquartered in , . They manage $495,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/trailpoint-financial-planning/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $49,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Trailpoint Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Corey Wiederholt, financial advisor Castle Rock CO
Corey J. Wiederholt
CRD#: 7292375
Castle Rock, CO

Corey Wiederholt (CRD# 7292375) is an Investment Advisor Representative working at Trailpoint Financial Planning in Castle Rock, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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