Trevor Klugh (CRD# 7851866) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has 1 year of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petso Financial Consultants LLC | Boise, ID | Jan 2024 - Current | < 1 |
| Clearwater Analytics | Boise, ID | Jul 2023 - Jan 2024 | < 1 |
| Brigham Young University - Idaho | Rexburg, ID | Jan 2018 - Jul 2023 | 5 |
| Research And Business Development Center | Rexburg, ID | Jan 2023 - Apr 2023 | < 1 |
| Gesa Credit Union | Richland, WA | Nov 2021 - Sep 2022 | < 1 |
| Aptive Environmental | Norfolk, VA | Apr 2021 - Aug 2021 | < 1 |
| Ardent | Overland Park, KS | Mar 2021 - Apr 2021 | < 1 |
| Whitby Farms | Mesa, WA | May 2020 - Oct 2020 | < 1 |
| Murifield Village Golf Club | Dublin, OH | Jul 2019 - Sep 2019 | < 1 |
| Murifield Village Golf Club | Dublin, OH | Jul 2018 - Jan 2019 | < 1 |
| Murifield Village Golf Club | Dublin, OH | Jul 2016 - Jan 2018 | 1 |
| Der Dutchman | Plain City, OH | Jun 2015 - Jul 2016 | 1 |
| Jonathan Alder High School | Plain City, OH | Aug 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- ID
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Total Assets Under Management1,193MILLIONS
-
Total Number of Accounts3,863ACCOUNTS
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Average Account Value$308,700
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, LA, MT, NC, NE, NV, NY, OR, TX, UT, WA
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