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Thomas Patrick Kelleher

Trajan Wealth, LLC

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About Thomas Patrick Kelleher

Thomas Kelleher is an Investment Advisor Representative at Trajan Wealth, LLC. Thomas has been in the industry since January 2015. Thomas holds a Series 65 license and is registered with the state of Arizona. Thomas specializes in financial planning, educational seminars, selection of other advisors, portfolio management for individuals, portfolio management for investment companies, and other investment-related services. Thomas's previous employer was CliftonLarsenAllen, LLP in Minneapolis, MN.

Firm Information

Thomas Kelleher 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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Thomas Kelleher’s Registration & Firm History

AZ

06/22/2021 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/07/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Patrick Kelleher.
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