Shirley Trefelner, financial advisor Warrendale PA

Shirley Trefelner

CRD Number: 6598962
Current Firm: Hbks Wealth Advisors

Shirley Trefelner (CRD# 6598962) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hbks Wealth Advisors Warrendale, PA Nov 2023 - Current < 1
Lange Financial Group, LLC Pittsburgh, PA Jan 2014 - Nov 2023 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Shirley A. Trefelner
Phone Number: 814-836-5776
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

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