Trajan Wealth, LLC

Trajan Wealth, LLC (CRD# 158847) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $159,179,839 in 1,152 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    1,152
    ACCOUNTS
  • Average Account Value
    $138,177
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Trajan Wealth, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Ernest J. C'debaca
CRD#: 5574701
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Ernest C'debaca (CRD# 5574701) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Ernest C'debaca 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.

2
Jeffrey B. Junior
CRD#: 2940593
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
93
Wealthminder
score

Jeffrey Junior (CRD# 2940593) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.

3
Laurie A. Turley
CRD#: 4242678
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
93
Wealthminder
score

Laurie Turley (CRD# 4242678) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

4
Kevin M. Churchill
CRD#: 4856496
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
90
Wealthminder
score

Kevin Churchill (CRD# 4856496) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry. Kevin Churchill 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.

5
Joshua R. Cooksey
CRD#: 6563952
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
89
Wealthminder
score

Joshua Cooksey (CRD# 6563952) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

6
Michael J. Wilson
CRD#: 6715509
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
88
Wealthminder
score

Michael Wilson (CRD# 6715509) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

7
Corbett M. Laduke
CRD#: 2607935
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
86
Wealthminder
score

Corbett Laduke (CRD# 2607935) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry. Corbett Laduke 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.

8
Joshua B. Manwaring
CRD#: 5762078
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260
81
Wealthminder
score

Joshua Manwaring (CRD# 5762078) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

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