Stephanie Anne Trexler

Current Employers

Employment History

• 09/2014 → 03/2017
  Girard Securities
  Bringham Farms, MI
• 02/2018 → 05/2021
  Grand Wealth Management, Llc
  Grand Rapids, MI
• 04/2017 → 01/2018
  Portfolio Solutions
  Troy, MI
• 08/2020 → Present
  Golden Goose Wealth Planning, Llc
  Ada, MI
• 05/2021 → 02/2023
  Origin Financial
  San Francisco, CA
• 07/2026 → Present
  Stephanie Trexler Consulting
  Grand Rapids, MI

Previous Registrations

• 2021-07-14 → 2023-02-23
  Origin Investment Advisory Llc
  Ada, MI
  Sarasota, FL
• 2018-02-16 → 2020-12-21
  Grand Wealth Management, Llc
  Grand Rapids, MI
• 2014-09-08 → 2017-04-12
  Girard Securities, Inc.
  Southfield, MI

Other Businesses

Stephanie Trexler is the owner of Stephanie Trexler Consulting LLC, a consulting business that provides strategic consulting services exclusively to Crescent Cares. Services may include business strategy, product development, nonprofit and banking partnership strategy, operational consulting, and related business advisory services. Stephanie Trexler receives consulting compensation through Stephanie Trexler Consulting LLC. She devotes approximately 10 hours per month to this activity. Stephanie Trexler Consulting LLC does not provide investment advisory services, financial planning, securities recommendations, or insurance services. All investment advisory services are provided solely through Golden Goose Wealth Planning, LLC. The Firm has evaluated this outside business activity and determined it is not expected to create a material conflict of interest with advisory clients. Advisory clients are under no obligation to engage Stephanie Trexler Consulting LLC, and consulting clients are under no obligation to become advisory clients of Golden Goose Wealth Planning, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-11

Designations

Other Names

• Stephanie Anne Mushna