V.
Traphagen
Traphagen Financial Group
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About this Advisor
V. Traphagen is a personal financial specialist based out of Oradell, New Jersey who has 20 years of relevant experience. Traphagen currently works for Traphagen Financial Group. Their career trajectory has included roles at Traphagen & Traphagen Cpas and Traphagen Investment Advisors, LLC. Traphagen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Texas. Traphagen Financial Group is an advisory company that has its headquarters in Oradell, NJ. It administers $1 billion in assets across its 1,720 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to three charitable organizations. Of its 1,720 accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. Traphagen Financial Group performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which service is offered. Fee types billed by Traphagen Financial Group most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traphagen Financial Group Brokerage Details
$1,151,993,318
11
1,720
$669,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
V. Traphagen Work History
V. has been registered as a financial advisor for 20 years.*
Traphagen Investment Advisors, LLC
Traphagen & Traphagen Cpas
*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 V. Traphagen 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 Traphagen Financial Group
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
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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