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Chris Brefeld

Trajan Wealth, LLC

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About Chris Brefeld

Chris Brefeld is a financial advisor with Trajan Wealth, LLC. Chris has over 10 years of experience in the financial services industry. Chris is a CERTIFIED FINANCIAL PLANNER™ professional. Chris is registered to provide investment advice in Florida. Chris has a Series 66 and a Series 7 securities license. Chris is also licensed as an insurance agent. Chris works with individuals, high-net-worth individuals, and investment companies. Chris's specialties include financial planning, portfolio management, and investment advisory services. Chris is also a resource for 1031 exchanges.

Firm Information

Chris Brefeld 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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performance-based fees

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

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other

1031 advisory fees

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Chris Brefeld’s Registration & Firm History

FL

02/23/2023 - Present

Trajan Wealth, LLC (TAMPA FL)

IL

06/06/2016 - 10/05/2018

LPL FINANCIAL LLC (SHILOH IL)

IL

09/13/2012 - 06/07/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)

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Licenses & Designations

BOTH

Issued 10/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Brefeld.
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