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Helen Ruth Alexander

Trajan Wealth, LLC

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About Helen Ruth Alexander

Helen Ruth Alexander is a financial advisor with over 20 years of experience in the industry. Helen is a Certified Financial Planner™ and a Chartered Financial Consultant. Helen has been with Trajan Wealth, LLC since 2023. Prior to that, Helen worked at CUNA Brokerage Services, Inc. Helen focuses on providing financial planning, portfolio management for individuals and investment companies.

Firm Information

Helen Alexander 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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Helen Alexander’s Registration & Firm History

AZ

09/15/2023 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

OR

08/04/2011 - 05/02/2022

CUNA BROKERAGE SERVICES, INC. (Portland OR)

OR

05/27/2008 - 12/16/2009

U.S. BANCORP INVESTMENTS, INC. (CORNELIUS OR)

OR

09/26/2005 - 01/17/2008

CUNA BROKERAGE SERVICES, INC. (PORTLAND OR)

CA

01/03/2005 - 09/12/2005

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

IA

04/09/2002 - 12/31/2004

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

02/20/2002 - 04/04/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

02/28/2001 - 10/30/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

06/04/1996 - 02/20/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/04/1996 - 02/20/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helen Ruth Alexander.
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