Trevor Duncan Agnew

Current Employers

Employment History

• 06/2020 → 01/2021
  David Hatz, Robert D Hatch Financial
  Lodi, WI
• 01/2019 → 07/2026
  Preferred Tax Advisors Llc
  Lodi, WI
• 05/2019 → 06/2020
  O'COnnell Financial Services
  Windsor, WI
• 05/2016 → 05/2019
  University Of Wisconsin - Madison
  Madison, WI
• 06/2016 → 09/2018
  Kohler Co.
  Kohler, WI
• 09/2020 → 01/2024
  Woodbury Financial Services Inc
  Lodi, WI
• 01/2024 → 07/2026
  Osaic Wealth, Inc.
  Lodi, WI
• 08/2026 → Present
  Gile Agnew, Llc
  Columbus, WI

Previous Registrations

• 2024-01-19 → 2026-08-06
  Osaic Wealth, Inc.
  Lodi, WI
• 2021-01-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lodi, WI

Other Businesses

1. PHOENIX CAPITAL HOLDINGS LLC POSITION: Limited Partner NATURE:LLC owned equally by 4 partners (I hold 50%of Phoenix Capital Holdings LLC through K-1 Ventures LLC, which I own 50%, effectively making my ownership of Phoenix Capital Holdings 25%)for the purpose of acquiring and holding mixed-use real estate for passive investment purposes. INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 9/23/22 ADDRESS: 150 N Ludington St, Columbus WI 53925 DESCRIPT: My primary duties include searching for investable properties for Phoenix Capital Holdings LLC, and work in-conjunction with my other three equal partners to close deals and passively manage acquired real estate for rental real estate investment purposes. 2. K-1 VENTURES LLC POSITION: General Partner NATURE: LLC that is set up as a holding company for real estate investment purposes. Ill have 50% of ownership, INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 9/26/22 ADDRESS: 150 N Ludington St, Columbus WI 53925 DESCRIPT: I am appointed to handle all tax matters for K-1 Ventures LLC. All other responsibilities will be split evenly between the general partners Andrew Gile & myself. 3. E4 INSURANCE SERVICES POSITION: Insurance Agent NATURE: I'm an independent contractor through E4 insurance services. I'm compensated for life insurance, FA & FIA sales via commission. I am issued a 1099-NEC every year as a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HRS: 20 SECURITIES TRADING HRS: 10 START DATE: 1/1/23 ADDRESS: 951 Kimball Ln STE 206, Verona WI 53593 DESCRIPT: Sales of FA, FIA, & life insurance for a commission. I'm independent (non-captive) in my role as an insurance representative through E4. 4. PETROLEUM CAPITAL PARTNERS LLC POSITION: Member Manager NATURE: Multi Member LLC (Partnership) I am a 50% partner with my friend Andrew Gile who also owns 50%. I own rental real estate with the same ownership structure/percentage in two of my other OBAs with Andrew as well. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 150 N Ludington, Columbus WI 53925, United States DESCRIPTION: Both he and I have similar roles in supervising and managing the overall operations. We will engage in a conference call daily after market close to get updates on the day's production, operations (including any repairs that need work ordering), and a plan for the following day's operations. 5. Agnew Tax Management, LLC POSITION: Sole Owner NATURE: Tax management services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 150 N Ludington, Columbus WI 53925, United States DESCRIPTION: Solely owned tax advisory business providing tax planning and consulting

Exams

• S66 Uniform Combined State Law Examination
  2021-01-08

Other Names

• Trevor Agnew