Traphagen Financial Group

Traphagen Financial Group (CRD# 107764) is a financial advisory firm headquartered in Oradell, NJ. They manage $424,812,384 in 1,084 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    425
    MILLION
  • Total Number of Accounts
    1,084
    ACCOUNTS
  • Average Account Value
    $391,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, CA, FL, LA, MA, NJ, NY, PA, TX, VT

Financial Advisors at Traphagen Financial Group
Showing 1 - 8 of 8 top financial advisors.
1
V P. Traphagen
CRD#: 2925616
234 Kinderkamack Road, Oradell, NJ 07649
96
Wealthminder
score

V Traphagen (CRD# 2925616) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 19 years of experience in the finance industry. V Traphagen 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
Eric D. Mancini
CRD#: 5231486
234 Kinderkamack Rd, Oradell, NJ 07649
93
Wealthminder
score

Eric Mancini (CRD# 5231486) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 10 years of experience in the finance industry.

3
Kathryn Marsico
CRD#: 4617900
234 Kinderkamack Road, Oradell, NJ 07649
93
Wealthminder
score

Kathryn Marsico (CRD# 4617900) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 17 years of experience in the finance industry.

4
Tiera L. Mulligan
CRD#: 5794612
234 Kinderkamack Rd, Oradell, NJ 07649
93
Wealthminder
score

Tiera Mulligan (CRD# 5794612) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 6 years of experience in the finance industry.

5
V. P. Traphagen
CRD#: 4378164
234 Kinderkamack Road, Oradell, NJ 07649
93
Wealthminder
score

V. Traphagen (CRD# 4378164) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 19 years of experience in the finance industry.

6
Jeffrey S. Hanson
CRD#: 6105722
234 Kinderkamack Rd, Oradell, NJ 07649
90
Wealthminder
score

Jeffrey Hanson (CRD# 6105722) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has over 4 years of experience in the finance industry.

7
Julian A. Perez
CRD#: 6292742
234 Kinderkamack Rd, Oradell, NJ 07649
90
Wealthminder
score

Julian Perez (CRD# 6292742) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has 1 year of experience in the finance industry.

8
Alexander S. Macchio
CRD#: 6278556
234 Kinderkamack Rd, Oradell, NJ 07649
87
Wealthminder
score

Alexander Macchio (CRD# 6278556) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.