Chris
Brefeld
Trajan Wealth, L.L.C
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About this Advisor
Chris Brefeld is a financial advisor based in Tampa, Florida, working with Trajan Wealth, L.L.C. Chris has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bank Of Springfield, Lpl Financial LLC, Fisher Investments, and Trajan Wealth, L.L.C. Chris has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Chris is part of Trajan Wealth, L.L.C, which operates out of Tampa, Florida. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,365,393,876
102
13,372
$102,108
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
Chris Brefeld Work History
Trajan Wealth, L.L.C
Fisher Investments
Fisher Investments
Bank Of Springfield
Lpl Financial LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Chris Brefeld 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
Austin, TX
Scottsdale, AZ
Land O Lakes, FL
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Frisco, TX
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