Trajan Wealth, LLC
Trajan Wealth, LLC (CRD# 158847) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,365,393,876 in 13,372 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management1,365MILLION
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Total Number of Accounts13,372ACCOUNTS
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Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Christopher Nowack (CRD# 5926354) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Stephen Shelvey (CRD# 2299381) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 19 years of experience in the finance industry.
Arrin Simpson (CRD# 6362670) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 9 years of experience in the finance industry.
Trevor Stauffer (CRD# 4997834) is an Investment Advisor Representative working at Trajan Wealth, LLC in Draper, UT and has over 18 years of experience in the finance industry.
Laurie Turley (CRD# 4242678) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Michael Wilson (CRD# 6715509) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Steven Woodhead (CRD# 6618247) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Jeff Burch (CRD# 4699224) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Brandon Gerfen (CRD# 6459499) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Thomas Kelleher (CRD# 7388671) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.