Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Christian Stauffer is a financial advisor with Trajan Wealth, LLC, a registered investment advisor. Trevor has been in the industry for over 15 years and has a wide range of experience in financial planning, investment management, and insurance. Trevor is committed to providing personalized advice and guidance to help clients achieve their financial goals. Trevor is a licensed insurance agent and also provides financial advice for clients of Trajan Wealth, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
UT
08/03/2020 - Present
Trajan Wealth, LLC (DRAPER UT)
UT
07/01/2016 - 03/07/2018
ALLEGIS INVESTMENT SERVICES, LLC (Draper UT)
UT
05/02/2014 - 07/01/2016
MUTUAL SECURITIES, INC. (Draper UT)
ID
01/20/2012 - 05/07/2014
AMERIPRISE FINANCIAL SERVICES, INC. (AMMON ID)
UT
05/01/2006 - 02/17/2012
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
08/04/2005 - 04/10/2006
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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