Trend Management, Inc.

Trend Management, Inc. (CRD# 113847) is a financial advisory firm headquartered in Springfield, MO. They manage $63,000,000 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3039 S Fort Ave,, Unit D, Springfield, MO 65807
https://www.trendmanagementinc.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $229,091
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
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
Mark Brueggemann, financial advisor Springfield MO
Mark J. Brueggemann
CRD#: 1121075
3039 S Fort Ave,, Unit D, Springfield, MO 65807

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.

2
Brandon Robinson, financial advisor Springfield MO
Brandon S. Robinson
CRD#: 5705479
3039 S Fort Ave,, Unit D, Springfield, MO 65807

Brandon Robinson (CRD# 5705479) is an Investment Advisor Representative working at Trend Management, Inc. in Springfield, MO and has over 14 years of experience in the finance industry.

3
Kelly Smith, financial advisor Springfield MO
Kelly R. Smith
CRD#: 5318451
1936 E Sunshine St, Ste C, Springfield, MO 65804

Kelly Smith (CRD# 5318451) is an Investment Advisor Representative working at Trend Management, Inc. in Springfield, MO and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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