Thomas Patrick Kelleher

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2021 → Present
  Trajan Wealth L.L.C
  Scottsdale, AZ
• 01/2015 → 05/2021
  Cliftonlarsenallen, Llp
  Minneapolis, MN

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; START DATE: 04/2022; APPROX. 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07

Other Names

• Tom Kelleher