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Corbett Michael Laduke

Trajan Wealth, LLC

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About Corbett Michael Laduke

Corbett Laduke is a financial advisor at Trajan Wealth, LLC, a firm with offices in Scottsdale, AZ. Corbett has been in the financial industry since 1995, and has a broad range of experience, including financial planning, portfolio management for individuals and investment companies, and educational seminars. Corbett is a Certified Financial Planner and holds Series 63, 66, 7 and 8 licenses. Corbett has been registered with the state of Arizona since July 2016. Corbett's primary focus is on high-net-worth individuals, although Corbett also works with individuals other than high-net-worth, and investment companies. Corbett works with clients to develop customized financial plans that meet their unique needs and goals. Corbett is committed to providing clients with personalized, comprehensive advice, and ongoing support.

Firm Information

Corbett Laduke 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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Corbett Laduke’s Registration & Firm History

AZ

07/12/2016 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

AZ

09/29/1995 - 03/10/2016

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 04/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Corbett Michael Laduke. Review regulatory record here.
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