Trend Management, Inc.

Trend Management, Inc. (CRD# 113847) is a financial advisory firm headquartered in Springfield, MO. They manage $47,000,000 in 220 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $213,636
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

MO, TX

Financial Advisors at Trend Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brandon S. Robinson
CRD#: 5705479
3039 S Fort Ave,, Unit D, Springfield, MO 65807
93
Wealthminder
score

Brandon Robinson (CRD# 5705479) is an Investment Advisor Representative working at Trend Management, Inc. in Springfield, MO and has over 7 years of experience in the finance industry.

2
Kelly R. Smith
CRD#: 5318451
1936 E Sunshine St, Ste C, Springfield, MO 65804
93
Wealthminder
score

Kelly Smith (CRD# 5318451) is an Investment Advisor Representative working at Trend Management, Inc. in Springfield, MO and has over 9 years of experience in the finance industry.

3
Mark J. Brueggemann
CRD#: 1121075
3039 S Fort Ave,, Unit D, Springfield, MO 65807
87
Wealthminder
score

Mark Brueggemann (CRD# 1121075) is an Investment Advisor Representative working at Trend Management, Inc. in Springfield, MO and has 1 year of experience in the finance industry.

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