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Justin Shad McNeal

Trew Advisors, LLC

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About Justin Shad McNeal

Justin McNeal is a financial advisor at Trew Advisors, LLC, a firm headquartered in Rapid City, SD. Justin has been in the financial services industry since 2007. Justin has a Series 7, Series 24, and Series 66 license. Justin is also a Certified Financial Planner. Justin has experience working with individuals, high-net-worth individuals, corporations, and businesses, and has expertise in financial planning, pension consulting, and portfolio management.

Firm Information

Justin McNeal is currently registered with Trew Advisors, LLC. Trew Advisors, LLC is an independent registered investment advisor. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Trew Advisors has a team of one licensed agent and one investment advisor representative. They currently manage approximately $35.45 million in assets.

$35.45M

Assets Under Management

5

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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other

Solicitor fees

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Justin McNeal’s Registration & Firm History

SD

10/18/2018 - Present

Trew Advisors, LLC (RAPID CITY SD)

HI

07/01/2014 - 02/23/2017

HORNOR, TOWNSEND & KENT, INC. (HONOLULU HI)

HI

11/23/2011 - 06/12/2014

PARK AVENUE SECURITIES LLC (HONOLULU HI)

HI

11/29/2007 - 10/27/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 01/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2015

Series 24 - General Securities Principal Examination

BC

Issued 02/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Shad McNeal.
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