Steven
Woodhead
Trajan Wealth, L.L.C
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About this Advisor
Steven Woodhead is a financial advisor working in Scottsdale, Arizona who has 5 years of relevant experience. Woodhead works at Trajan Wealth, L.L.C. Over the course of their career, they have held roles at Woodhead Financial Inc, Jd Mellberg Financial, LLC and Trajan Wealth, LLC. Woodhead maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Utah. Trajan Wealth, L.L.C is a registered investment business based in Scottsdale, AZ. The firm has offices in 25 locations and a total of 86 financial advisors. It has $1 billion in total assets across its 12,343 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 12,343 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a wide set of services, including 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 typically vary depending on the type of services provided. However, fees billed by Trajan Wealth, L.L.C may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,053,148,208
86
12,343
$85,324
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
Steven Woodhead Work History
Steven has been registered as a financial advisor for 5 years.*
Trajan Wealth, LLC
Woodhead Financial Inc
Jd Mellberg Financial, LLC
*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 Steven Woodhead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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