V P. Traphagen
TRAPHAGEN FINANCIAL GROUP
ORADELL, NJ 07649
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CRD#: 2925616
Professional summary
V Peter Traphagen, CFP®, who also goes by V Traphagen, is a registered financial advisor currently at TRAPHAGEN FINANCIAL GROUP located in Oradell, New Jersey.
V is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. V has worked at 1 firm and has passed the Series 65 and Series 63 exams.
Biography
Partner and graduate of Lycoming College. Peter is a Certified Public Accountant (CPA) and holds the designation of Personal Financial Specialist (PFS). He is member of the New Jersey State Society of Financial Planning. He is the past-chairman of the New Jersey State Society Bergen County Financial Planning Committee. Peter has completed the NASD (National Association of Securities Dealers) Series 66 and is a licensed NJ Life and Health Insurance producer. Peter also maintains a mortgage license (NMLS). He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA). He is a member of the Financial Planning Association (FPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJSCPA). He is also a member of the National Football League Players Association (NFLPA). He has given numerous seminars on investment planning, retirement and college funding.
Peter specializes in wealth management services, including portfolio management, retirement planning, educational funding, insurance planning, individual, estate and trust taxation. He provides comprehensive personal financial planning by using his unique skill set as a CPA Financial planner to provide clients with cohesive tax and investment planning and advice. Peter is also the compliance officer at the firm as required by the Securities and Exchange Commission.
Peter is married with four children. His hobbies include attending his children’s sports schedules, playing softball and tinkering in the garage.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Education Planning
Estate Planning
Investment Planning
Elder Care
Retirement Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Cash Flow/Budgets/Credit Issue...
Divorce Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
V Traphagen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
TRAPHAGEN & TRAPHAGEN CPAS
234 KINDERKAMACK ROAD
ORADELL, NJ 07649
CPA FIRM
CPA/OWNER/PARTNER
20 HOURS PER MONTH TOTAL, 8 HOURS PER MONTH DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view V Peter Traphagen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
March 28, 2003 - Present
TRAPHAGEN FINANCIAL GROUP
Office #1: 234 Kinderkamack Road, Oradell, NJ 07649RIA
CRD#: 107764
ORADELL, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP
CRD#: 107764 / SEC#: 801-56130
RIA
Registered Investment Advisory firm - (1/7/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(3/28/2003)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
TF
TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN CPAS AND WEALTH ADVISORS | TRAPHAGEN INVESTMENT ADVISORS LLC | TRAPHAGEN FINANCIAL GROUP
CRD#: 107764 / SEC#: 801-56130
RIA
Registered Investment Advisory firm - (1/7/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
234 Kinderkamack Rd, Oradell, NJ 07649
Mailing Address
Phone number
(201) 262-1040
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,964 |
| AUM (Assets Under Management) | $ 1,898,214,989 |
Red Flags
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