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Trajan Wealth, L.l.c. CRD 158847
$2.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-27 |
Branch Locations
701 Ne 136Th Ave Suite 200, Vancouver, WA 98684 • United States
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2017 | 12/2025 |
| State Farm Insurance | Carlsbad | CA | 02/2016 | 01/2017 |
| Lpl Financial | Vancouver | WA | 12/2025 | 07/2026 |
| Columbia Credit Union | Vancouver | WA | 12/2025 | 07/2026 |
| Trajan Wealth Llc | Scottsdale | AZ | 07/2026 | Present |
INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
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