Curtis R. Trimble

SOLYCO WEALTH LLC

BIRMINGHAM, MI 48009

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CRD#: 4193565

Professional summary

Curtis Ryan Trimble is a registered financial advisor currently at SOLYCO WEALTH LLC located in Birmingham, Michigan.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Curtis has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 16, Series 87, Series 86, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Solyco Core Partners; investment related: no; 400 Water Street, Rochester, MI 48307; strategy and general management; Director 2) POPPLETON PARTNERS, YES, 320 MARTIN ST SUITE 130, BIRMINGHAM, MI 48009, LOWER MIDDLE MARKET BANK, PART OWNER, MEMBER,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Ryan Trimble'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®

None

Experience

Current

July 19, 2021 - Present

SOLYCO WEALTH LLC

Office #1: 210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009

RIA

CRD#: 314981

BIRMINGHAM, MI

Past

February 24, 2017 - March 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Minneapolis, MN

Past

February 14, 2017 - March 9, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minneapolis, MN

Past

January 3, 2017 - March 9, 2020

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

CRD#: 26506

Minneapolis, MN

Past

September 11, 2015 - December 31, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TROY, MI

Past

June 5, 2015 - January 18, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TROY, MI

Past

April 28, 2014 - January 9, 2015

BREAN CAPITAL, LLC

CRD#: 23723

NEW YORK, NY

Past

May 14, 2012 - March 17, 2014

GLOBAL HUNTER SECURITIES, LLC

CRD#: 123003

HOUSTON, TX

Past

August 2, 2010 - December 19, 2011

MKM PARTNERS LLC

CRD#: 114666

STAMFORD, CT

Past

January 2, 2008 - July 13, 2010

NATIXIS SECURITIES AMERICAS LLC

CRD#: 1101

HOUSTON, TX

Past

December 6, 2006 - December 17, 2007

CANACCORD GENUITY LLC

CRD#: 1020

HOUSTON, TX

Past

December 6, 2005 - December 7, 2006

STERNE, AGEE & LEACH, INC.

CRD#: 791

BIRMINGHAM, AL

Past

August 13, 2002 - December 7, 2005

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

June 21, 2000 - June 5, 2002

FROST SECURITIES, INC.

CRD#: 47124

DALLAS, TX

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

California
(9/10/2021)

IAR

Florida
(1/26/2022)

IAR

Louisiana
(10/26/2021)

IAR

Michigan
(7/19/2021)

IAR

Texas
(9/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 16

Date: 3/8/2016

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 87

Date: 8/20/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 7/23/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 6/20/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/22/2013

General Securities Principal Examination

Current Firm

SOLYCO WEALTH LLC

CRD#: 314981 / SEC#:

California

Registered Investment Advisory firm - (9/10/2021 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

Louisiana

Registered Investment Advisory firm - (10/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (7/19/2021 Approved)

Texas

Registered Investment Advisory firm - (9/29/2021 Approved)

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Contact information

Main Address

210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009

Mailing Address

Phone number

(713) 444-3560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 63,273,367

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Curtis R. Trimble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Ryan Trimble's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BREAN CAPITAL, LLC

GLOBAL HUNTER SECURITIES, LLC

MKM PARTNERS LLC

NATIXIS SECURITIES AMERICAS LLC

CANACCORD GENUITY LLC

STERNE, AGEE & LEACH, INC.

FERRIS, BAKER WATTS, LLC

FROST SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2015

Series 63

Date: 5/30/2000

SIE

Date: 10/1/2018

Series 16

Date: 3/8/2016

Series 87

Date: 8/20/2004

Series 86

Date: 7/23/2004

Series 7

Date: 6/20/2000

Series 24

Date: 4/22/2013

Current Firm

SOLYCO WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLYCO WEALTH LLC

TRUST BUT VERIFY

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