Trevor W. Wilde
CETERA INVESTMENT ADVISERS LLC | CEO
Payson, AZ 85541
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CRD#: 4238789
Professional summary
Trevor William Wilde, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Payson, Arizona and CETERA ADVISORS LLC located in Glendale, Arizona.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Trevor has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Our mission here at Wilde Wealth is to provide a holistic, full service experience for our clients incorporating legacy planning, tax planning and investment management services. We strive to provide a raving experience with our clients while building a community within of service not only with our team but within our community.
Question & Answer
What are your service offerings?
Trust & estate planning
Insurance
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
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)WILDE WEALTH MANAGEMENT, SAME AS OFFICE ADDRESS, FIXED INS AND FIN SVCS, 40HR+/WK, COMMISSIONS. 2) WILDE WEALTH MANAGEMENT DBA RISE- UP WEALTH MANAGEMENT; INV REL:NO; NATURE: S-CORP FOR FLOW THROUGH INCOME PURPOSES; START:4/2015; POSITION:SECRETARY/VP; DUTIES:FLOW THROUGH FOR INCOME PURPOSES; 3)PAC MULE LLC/TAQ INC, START 04/01/05, HOLDING COMPANY OF 1 ACRE OF RAW LAND IN AZ, PART OWNER. 4) PINNACLE WEALTH ADVISORS, LLC; INV REL: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE: HOLDING LLC; START: 5/2023; TITLE: PART OWNER/PARTNER; APX # OF HRS/WK & DUR TRD HRS: 0; DUTIES: HOLDING COMPANY/NONE; 5)REFERRALS TO HEALTH INSURANCE AGENTS, INVESTMENT RELATED, REFERRALS, START APRIL 2014, 1-2 HRS/WK - VARIES DURING TRADING HOURS. 6)PINNACLE ADVISORS,LLC-DBA FOR OSJ COMPANY, INV REL, FIN SVCS, START MAY 2014, CO-OWNER. APX 5 HRS/WK, DUTIES INCLUDE REVIEW OF REPS ACTIVITIES VIA OSJ 7)PINNACLE P&C LLC,-DBA FOR INS, INVESTMENT RELATED IN SVCES, START MAY 2014, NO TIME SPENT ON THIS ACTIVITY, DORMANT LLC, OWNER. 8)N/A, NOT INV REL, SAME AS RESIDENTIAL LOCATION, TRUST ADMINISTRATION, NOT ACTIVE, SUCCESSOR TTEE FOR PARENTS AND MOTHER IN LAW. 9) WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INV REL: YES; NATURE OF BUSINESS: SEMINARS; START: 7/2016; DUTIES: SEMINARS TO ED CLIENTS AND THE PUBLIC. 10) FIXED INS WITH VARIOUS COMPANIES INV REL: YES; 6/2017; APX # OF HRS/WK: 2; INSURANCE AGENT; SELLS PROPERTY AND CASUALTY INS; 11) WILDE FOR AZ COMM OUTREACH PROG INV REL:NO TRADE NAME FOR CHARITABLE ORGANIZATION 1/2018 VOLUNTEER HELP DETERMINE EVENTS & CAUSES TO SUPPORT, PROVIDE ORGANIZING ASSISTANCE; 12) TAQ; INV REL:NO 1195 N HAZELDINE, CASA GRANDE, AZ 85194 2/2006; OWNER/MANAGER/MEMBER; REAL ESTATE HOLDING COMPANY.MANAGE REAL ESTATE; 13) WILDE & MILANO;NO; 1195 N HAZELDINE, CASA GRANDE, AZ 85194; 7/2005;OWNER/MEMBER; REAL ESTATE HOLDING COMPANY; 14) WILDE WEALTH INSURANCE LLC ;NO;5/2017;OWNER/MANAGER/MEMBER;DBA FOR INS PURPOSES; 15) WILDE FOR AZ; NO; 1/2020; BOARDMEMBER/TREASURER; PARTICIPATE IN BOARD MEETINGS. ACT AS TREASURER FOR FDS; 16) JR ACHIEVEMENT OF AZ; NO; 636 W SOUTHERN AVE TEMPE AZ 85252; 6/2020; BOARD OF DIR AT LARGE; BOARD OF DIR; 17) WILDE WEALTH MANAGEMENT ; YES; FINANCIAL SERVICES; 11/2020; OWNER/CEO; 40; DBA FOR FINANCIAL SERVICES; 18) HEARTLAND PAYROLL SERVICES; YES; 11/2020; REFERRER; 1; REFERRER FOR PAYROLL SERVICES TO CLIENTS; 19) CHILD CRISIS ARIZONA; NO; 817 N COUNTRY CLUB DR MESA AZ 85201; 4/2020; BOARD OF DIRECTOR AT LARGE; BOARD OF DIRECTORS; 20) WILDE WEALTH ESTATE PLANNING LLC; YES; SAME AS REGISTERED LOCATION; ESTATE PLANNING PRACTICE;10/2022 ; MANAGER;1-2;1-2; CLIENT ESTATE PLANNING BUSINESS; 21) T WILDE PINNACLE HOLDINGS INC.; INV REL: NO; SAME AS REGISTERED LOCATION; HOLDING LLC; 5/2023; PART OWNER/PARTNER; APX # OF HRS/WK & DUR TRD HRS: 0; HOLDING COMPANY FOR SHARES OF PINNACLE WEALTH ADVISORS LLC; 22) NOTRE DAME PREP HIGH SCHOOL; INV REL: NO; 9701 E. BELL ROAD SCOTTSDALE, AZ 85260; BOARD; 9/2023; BOARD MEMBER AT LARGE; APX # OF HRS PER WK:1- 2; APX # OF HRS DURI TRADING HRS: 0; ADVISORY BOARD MEMBER AT LARGE; 23) SANTE REALTY INVESTMENTS ADVISORY BOARD; INV REL: NO; 4343 N. SCOTTSDALE ROAD STE 150 SCOTTSDALE, AZ 85251; ADVISORY BOARD; 12/2023; ADVISORY BOARD MEMBER; APX # OF HRS PER WK & DUR TRAD HRS: VARIES; ATTEND QRTLY MEETINGS, GIVE GUIDANCE TO THE LEADERSHIP TEAM, BUSINESS GOALS 24) PINNACLE PROPERTY HOLDINGS, LLC; NO; SAME AS REGISTERED LOCATION; REAL ESTATE HOLDING COMPANY; 01/2024;OWNER;HRS PER WK: 0;DUR TRAD HRS: 0; HOLD CO FOR RENTAL PROPERTY TO BE PURCHASED; 25) W FAMILY OFFICES; YES; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES;09/2024; OWNER;40;32.5; DBA FOR FINANCIAL SERVICES; 26) FOUNDRY FAMILY OFFICE; YES, SAME AS REG LOCATION, FINANCIAL SERVICES, 10/2025, FINANCIAL PROFESSIONAL, APX # HRS/WK: 40, APX # HRS DUR TRD HRS: 32.5, DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Trevor William Wilde'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®
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 405 S Beeline Highway Suite E, Payson, AZ 85541Office #2: 7025 N Scottsdale Rd Ste 115 And 110, Scottsdale, AZ 85253Office #3: 19420 N 59th Ave Bldg C Ste 261, Glendale, AZ 85308Office #4: 1610 E River Rd #116, Tucson, AZ 85718Office #5: 950 W Elliot Rd, Suite 126, Tempe, AZ 85284Office #6: 13985 W Grand Ave Suite 100, Surprise, AZ 85374Office #7: 8206 Louisiana Blvd Ne Suite B, Albuquerque, NM 87113Office #8: 6486 Highway 179 Ste. 111, Sedona, AZ 86351RIA
CRD#: 105644
Payson, AZ
Current
April 30, 2007 - Present
CETERA ADVISORS LLC
Office #1: 19420 N 59th Ave Bldg C Ste 261, Glendale, AZ 85308Office #2: 3200 W Ray Road Suite 101, Chandler, AZ 85226Office #3: 1626 North Litchfield Road Suite 280, Goodyear, AZ 85395Office #4: 13985 W Grand Ave Suite 100, Surprise, AZ 85374Office #5: 7025 N Scottsdale Rd Ste 115 & 110, Scottsdale, AZ 85253Office #6: 405 S Beeline Highway Suite E, Payson, AZ 85541Office #7: 115 S College Street, Mountain Home, AR 72653Office #8: 1610 E River Rd #116, Tucson, AZ 85718Office #9: 6486 Highway 179 Ste. 111, Sedona, AZ 86351Office #10: 8206 Louisiana Blvd Ste B, Albuquerque, NM 87113BD
CRD#: 10299
Glendale, AZ
Past
May 1, 2007 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
ALBUQUERQUE, NM
Past
April 22, 2003 - May 1, 2007
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
SCOTTSDALE, AZ
Past
April 15, 2003 - May 1, 2007
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
SCOTTSDALE, AZ
Past
December 16, 2002 - April 29, 2003
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
SCOTTSDALE, AZ
Past
August 27, 2001 - April 29, 2003
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
February 15, 2001 - September 5, 2001
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/7/2016)
RR
Alaska(12/10/2018)
RR
Arizona(4/30/2007)
IAR
Arizona(3/21/2024)
RR
Arkansas(1/2/2014)
RR
California(4/30/2007)
RR
Colorado(4/30/2007)
RR
Connecticut(4/30/2007)
RR
Delaware(1/11/2016)
RR
District of Columbia(8/8/2019)
RR
Florida(4/30/2007)
RR
Georgia(4/30/2007)
RR
Hawaii(1/3/2008)
RR
Idaho(2/4/2010)
RR
Illinois(4/30/2007)
RR
Indiana(9/11/2009)
RR
Iowa(1/5/2010)
RR
Kansas(3/11/2009)
RR
Louisiana(10/26/2020)
RR
Maine(12/21/2015)
RR
Maryland(1/20/2015)
RR
Massachusetts(4/30/2007)
RR
Michigan(4/30/2007)
RR
Minnesota(4/30/2007)
RR
Mississippi(2/25/2020)
RR
Missouri(5/14/2015)
RR
Montana(10/27/2008)
RR
Nebraska(6/26/2015)
RR
Nevada(4/30/2007)
RR
New Hampshire(1/7/2013)
RR
New Jersey(10/11/2011)
RR
New Mexico(4/30/2007)
IAR
New Mexico(3/21/2024)
RR
New York(4/30/2007)
RR
North Carolina(4/30/2007)
RR
North Dakota(6/10/2015)
RR
Ohio(4/30/2007)
RR
Oklahoma(10/1/2018)
RR
Oregon(1/3/2011)
RR
Pennsylvania(1/3/2008)
RR
South Carolina(6/10/2015)
RR
South Dakota(6/30/2015)
RR
Tennessee(1/12/2015)
RR
Texas(4/30/2007)
IAR
Texas(3/21/2024)
RR
Utah(4/30/2007)
RR
Vermont(10/15/2024)
RR
Virgin Islands(11/16/2016)
RR
Virginia(1/3/2008)
RR
Washington(4/30/2007)
RR
Wisconsin(9/26/2008)
RR
Wyoming(8/28/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CEOCRD#: 105644Payson, AZ 85541TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
