Trevor KernCRD Number: 4424461
Current Firm: Commonwealth Financial Network
Compensation Model: Fee Only
Trevor is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Wealth Advisors.
Trevor is active in professional development organizations, building his knowledge and skills in wealth management. Trevor holds his Series 7, Series 30, Series 31, Series 63 and Series 66 registrations through Commonwealth Financial Network.
Trevor works extensively with business owners to manage their personal wealth and retirement plans as well as the retirement plans of employees. He helps clients establish, manage and maintain defined benefit plans (pension plans) and defined contribution plans (including 401k, 457, 403b, profit-sharing plans, money purchase plans, SEP and SIMPLE IRAs). He also provides guidance on how to transition from these plans at or before retirement, using IRA rollovers and in-service non-hardship withdrawals.
Trevor is an active participant in the community. He is a past advisory board member of the Sacramento Small Business Development Center, which offers training to help small business owners start and grow their businesses. Outside of the office, Trevor enjoys time with his wife and two daughters. He has a passion for the outdoors and likes to hike, fish, and golf. He also loves to travel, and plans to visit every park in the National Park System.
Dynamic Wealth Strategies, LLC
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
|Commonwealth Financial Network||Waltham, MA||Apr 2007 - Current||13|
|Zeller Kern Private Wealth Management||Gold River, CA||Apr 2007 - Current||13|
|A.g. Edwards & Sons, Inc.||Sacramento, CO||Jul 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 2001|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S30||NFA Branch Manager Examination (formerly, Branch Managers Examination – Futures)||Nov 2007|
|S31||Futures Managed Funds Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management111,440MILLIONS
Total Number of Accounts436,517ACCOUNTS
Average Account Value$255,295
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial Planning and fixed insurance products and services offered through Zeller Kern Wealth Advisors, a Registered Investment Adviser.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.