Tara Trautsch, financial advisor Pacific Grove CA
96 score

Tara Trautsch

CRD Number: 5292832
Current Firm: Nwf Advisory Services Inc.

Tara Trautsch (CRD# 5292832) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Pacific Grove, CA and has over 11 years of experience in the finance industry. Tara Trautsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Russell Fletcher, financial advisor Pacific Grove CA
Russell L. Fletcher
CRD# 1787137
J.p. Morgan Securities LLC
Similar Advisors
Lance Wexler, financial advisor Pacific Grove CA
Lance A. Wexler
CRD# 2543364
Nexus Wealth Advisors, LLC
Similar Advisors
Dorothy Belville, financial advisor Pacific Grove CA
Dorothy M. Belville
CRD# 718668
Cetera Advisors LLC
Professional Designations
Company Name Location Dates Years
Nwf Advisory Group Pacific Grove, CA Apr 2017 - Current 1
Royal Alliance Associates, Inc. Pacific Grove, CA Aug 2008 - Current 9
Whjr Associates Campbell, CA Oct 2012 - Mar 2017 4
Trautsch, Tara Christel : 5292832 Carmel, CA Feb 2007 - Aug 2008 1
Merrill Lynch Los Angeles, CA Feb 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Tara C. Trautsch
Phone Number: 310-475-5854
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Tara Trautsch and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.