Trace Wilson Thurlby

Employer firm

Wcm Investment Management CRD 104702

$96.8B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → Present
  Wcm Investment Management
  Overland Park, KS
• 11/2023 → Present
  Imst Distributors, Llc
  Overland Park, KS
• 01/2010 → 08/2023
  The Global Orphan Project, Inc.
  Kansas City, MO

Previous Registrations

• 2001-04-27 → 2008-10-01
  Praetorian Guard, A Division Of Centurion Alliance, Inc.
  Carmel, CA

Other Businesses

1). WCM Investment Management; Investment Related; Overland Park, KS; Began 09/11/2023; investment management; Managing Director; Represent investment strategies; 160 hours per month. In addition to being an Investment Advisor Representative of WCM Investment Management, this associate is a Registered Representative of IMST Distributors, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of IMST Distributors, LLC. 2). Book Author; Not Investment Related; Overland, KS; Author/Writer; Self-published author; Start: 1/1/2008; 0 Hours Per month and 0 During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04

Other Names

• Trace Wilson Thurlby