Trevor Brown Klugh

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 10/2024
  Petso Financial Consultants Llc
  Boise, ID
• 07/2023 → 01/2024
  Clearwater Analytics
  Boise, ID
• 01/2023 → 04/2023
  Research And Business Development Center
  Rexburg, ID
• 11/2021 → 09/2022
  Gesa Credit Union
  Richland, WA
• 04/2021 → 08/2021
  Aptive Environmental
  Norfolk, VA
• 03/2021 → 04/2021
  Ardent
  Overland Park, KS
• 05/2020 → 10/2020
  Whitby Farms
  Mesa, WA
• 07/2019 → 09/2019
  Murifield Village Golf Club
  Dublin, OH
• 07/2018 → 01/2019
  Murifield Village Golf Club
  Dublin, OH
• 07/2016 → 01/2018
  Murifield Village Golf Club
  Dublin, OH
• 01/2018 → 07/2023
  Brigham Young University - Idaho
  Rexburg, ID
• 10/2024 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2024-04-04 → 2024-11-12
  Petso Financial Consultants Llc
  Boise, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-04