Trevor Stauffer (CRD# 4997834) is an Investment Advisor Representative working at Trajan Wealth, LLC in Draper, UT and has over 18 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trajan Wealth, LLC | Scottsdale, AZ | Jul 2020 - Current | 3 |
| Caregiver | Riverton, UT | Apr 2020 - Jul 2020 | < 1 |
| Coign Capital Advisors, LLC | Draper, UT | Oct 2019 - Mar 2020 | < 1 |
| Navigate Private Wealth LLC | Draper, UT | May 2014 - Oct 2019 | 5 |
| Allegis Investment Services | Draper, UT | Jul 2016 - Mar 2018 | 1 |
| Mutual Securities, Inc. | Camarillo, CA | May 2014 - Jul 2016 | 2 |
| Ameriprise Financial Services Inc. | South Jordan, UT | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- UT
-
Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts13,372ACCOUNTS
-
Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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