Nathan
Faerber

Trajan Wealth, L.L.C

CRD#4715060
Investment Advisor
in Gilbert, AZ

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About this Advisor

Nathan Faerber is a certified financial planner operating in Gilbert, Arizona who has 2 years of industry experience. Faerber currently works for Trajan Wealth, L.L.C. Over the course of their career, Faerber has held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Schwab Private Client Investment Advisory, Inc, Trajan Wealth, L.L.C and Amerifirst Financial, Inc. Faerber holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Arizona. Trajan Wealth, L.L.C is a financial advisory business operating out of Scottsdale, AZ. It has offices in 25 locations and a total of 86 people on staff. It administers $1 billion in assets among its 12,343 accounts, making it one of the larger firms in the country by assets under management. Of its 12,343 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Trajan Wealth, L.L.C has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by Trajan Wealth, L.L.C may include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

3303 Baseline Road Suite 101
Gilbert, AZ 85234

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Trajan Wealth, L.L.C Brokerage Details

Total Assets Under Management

$1,053,148,208

AZ Average: $1,555,372,352
Total Number of Employees

86

AZ Average: 37
Total Number of Accounts

12,343

AZ Average: 1,370
Average Account Size

$85,324

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Educational seminars/workshops

Nathan Faerber Work History

Nathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Trajan Wealth, L.L.C

2017 - 2020 (3 years)

Schwab Private Client Investment Advisory, Inc

2013 - 2017 (4 years)

Charles Schwab & Co., Inc

2013 - 2017 (4 years)

Charles Schwab Bank

2010 - 2013 (3 years)

Usaa Financial Advisors, Inc

2010 - 2013 (3 years)

Usaa Financial Planning Services, Inc

2010 - 2021 (11 years)

Amerifirst Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Faerber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trajan Wealth, L.L.C

Andrew Justice
Scottsdale, AZ
Daniel Harmeyer
Scottsdale, AZ
Logan Woodruff
Gilbert, AZ
Brandon Gerfen
Scottsdale, AZ
Trevor Stauffer
Scottsdale, AZ
Jagger Colarossi
Scottsdale, AZ
Ruben Angulo
Scottsdale, AZ
Arrin Crain
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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