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Eric Lance Guetterman

Trajan Wealth, L.L.C.

Vancouver, WA

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-27
  • WA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2017 → 12/2025
    Fisher Investments
    Camas, WA
  • 02/2016 → 01/2017
    State Farm Insurance
    Carlsbad, CA
  • 12/2025 → 07/2026
    Lpl Financial
    Vancouver, WA
  • 12/2025 → 07/2026
    Columbia Credit Union
    Vancouver, WA
  • 07/2026 → Present
    Trajan Wealth Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-27
S65 Uniform Investment Adviser Law Examination 2017-06-13
  • S63 Uniform Securities Agent State Law Examination
    2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2017-06-13

View on SEC IAPD

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