linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Gerfen

Trajan Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Gerfen

Brandon Gerfen is a financial advisor associated with Trajan Wealth, LLC. Brandon has been in the industry since 2015 and is registered in Texas. Brandon has a Series 6, 7, 63, and 66 licenses. Brandon specializes in financial planning, educational seminars, and portfolio management for individuals and investment companies.

Firm Information

Brandon Gerfen is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

1031 advisory fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Gerfen’s Registration & Firm History

AZ

04/23/2021 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

TX

03/13/2020 - 11/19/2020

EDWARD JONES (LONGVIEW TX)

TX

05/26/2015 - 01/31/2018

J.P. MORGAN SECURITIES LLC (TYLER TX)

Not sure if Brandon Gerfen is right for you?

Licenses & Designations

BOTH

Issued 05/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Gerfen.
Not sure if Brandon Gerfen is right for you?