Trustmont Advisory Group, Inc

Investment Advisor
in Krakow, WI

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About this Advisor

Steven Effert is a financial advisor working in Krakow, Wisconsin with a total of 3 years of relevant experience. Effert is currently employed by Trustmont Advisory Group, Inc. Their career trajectory has included roles at Sii Investments, Securites Service Network, Inc, Trustmont Financial Group, Inc and Trustmont Advisory Group, Inc. Effert maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Trustmont Advisory Group, Inc is a registered investment firm that has its headquarters in Greensburg, PA. The firm has offices in 47 locations and a total of 60 employees. It oversees $723 million in assets under management across its 4,660 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 4,660 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. Trustmont Advisory Group, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which service is provided. However, fees charged by Trustmont Advisory Group, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Tactical Wealth Management N4731 Lake Sandia Dr
Krakow, WI 54137

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Trustmont Advisory Group, Inc Brokerage Details

Total Assets Under Management


WI Average: $15,833,994,310
Total Number of Employees


WI Average: 41
Total Number of Accounts


WI Average: 3,342
Average Account Size


WI Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Steven Effert Work History

Steven has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Trustmont Financial Group, Inc

2020 - Present (4 years)

Trustmont Advisory Group, Inc

2016 - 2020 (4 years)

Securites Service Network, Inc

2011 - 2016 (5 years)

Sii Investments

*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.


Please visit the SEC profile of Steven Effert 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 Trustmont Advisory Group, Inc

Daniel Hamilton
Greensburg, PA
Michael Benefield
Greensburg, PA
Simler Batcheler
Greensburg, PA
Larry Klingensmith
Greensburg, PA
Jack Heffner
Greensburg, PA
Vernon Coates
Greensburg, PA
Steven Effert
Krakow, WI
Robert Turner
Greensburg, PA

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

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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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