Trevor Christian Stauffer

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

• 05/2014 → 10/2019
  Navigate Private Wealth Llc
  Draper, UT
• 07/2016 → 03/2018
  Allegis Investment Services
  Draper, UT
• 10/2019 → 03/2020
  Coign Capital Advisors, Llc
  Draper, UT
• 07/2020 → Present
  Trajan Wealth, Llc
  Scottsdale, AZ
• 04/2020 → 07/2020
  Caregiver
  Riverton, UT

Previous Registrations

• 2019-10-04 → 2020-04-07
  Coign Capital Advisors Llc
  Draper, UT
• 2014-05-08 → 2019-10-03
  Navigate Private Wealth, Llc
  Draper, UT
• 2012-01-23 → 2014-05-07
  Ameriprise Financial Services, Llc
  Draper, UT
  Ammon, ID
• 2007-01-23 → 2012-02-17
  First Western Advisors
  Holladay, UT
  Holladay, UT
• 2005-08-18 → 2006-04-10
  Morgan Stanley Dw Inc.
  Salt Lake City, UT
  Salt Lk City, UT

Other Businesses

1. LYLA LYNNEL CALDWELL IRREVOCABLE TRUST, START: 05/2011, GRANDMOTHERS TRUST; 8740 S. 60 EAST SANDY, UT 84070, TRUSTEE, NOT INVESTMENT RELATED, 4 HOURS PER YEAR, 0 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE SALES; INVESTMENT-RELATED; UT; INSURANCE AGENT; 2020; APPROX. 10 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-17

Other Names

• Trevor Stauffer