Trevor L. Fetters

TC ADVISORS LTD.

Traverse City, MI 49686

Some features on this profile are disabled

CRD#: 4656274

Professional summary

Trevor Lynn Fetters is a registered financial advisor currently at TC ADVISORS LTD. located in Traverse City, Michigan and CHIEF ADVISORS CORP located in Traverse City, Michigan.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Trevor has worked at 12 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Lynn Fetters's CRS (Customer Relationship Summary).

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

August 17, 2021 - Present

TC ADVISORS LTD.

Office #1: 945 E 8th St, Traverse City, MI 49686

RIA

CRD#: 290891

Traverse City, MI

Current

August 17, 2021 - Present

CHIEF ADVISORS CORP

Office #1: 945 E 8th St, Traverse City, MI 49686

RIA

CRD#: 125261

Traverse City, MI

Current

December 4, 2023 - Present

CF ADVISORS LLC

Office #1: 945 E. 8th St, Traverse City, MI 49686

RIA

CRD#: 328940

Traverse City, MI

Current

October 15, 2025 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 945 East 8th Street, Traverse City, MI 49686

CRD#: 7388

Traverse City, MI

Past

June 27, 2018 - December 31, 2025

FIRST ASSET FINANCIAL INC.

CRD#: 139107

SALINA, KS

Past

March 25, 2017 - March 22, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

SOUTHFIELD, MI

Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SOUTHFIELD, MI

Past

July 8, 2011 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

SOUTHFIELD, MI

Past

September 16, 2009 - June 30, 2011

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

CHICAGO, IL

Past

March 20, 2009 - June 30, 2011

J.P. MORGAN SECURITIES LLC

CRD#: 79

CHICAGO, IL

Past

September 7, 2006 - March 16, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

April 4, 2005 - May 4, 2006

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

November 1, 2004 - February 25, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 2, 2004 - August 19, 2004

IRON STREET SECURITIES INC.

CRD#: 46338

SALINA, KS

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.

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

Florida
(10/15/2025)

Georgia
(10/15/2025)

IAR

Kansas
(12/4/2023)

IAR

Michigan
(8/17/2021)

Michigan
(10/15/2025)

Nevada
(1/4/2026)

Ohio
(10/15/2025)

Wisconsin
(1/4/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/16/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/23/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 6/24/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/19/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TC ADVISORS LTD.

CRD#: 290891 / SEC#: 801-123372

RIA

Registered Investment Advisory firm - (2/21/2023 Terminated)

Kansas

Registered Investment Advisory firm - (2/16/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/17/2023 Approved)

Tennessee

Registered Investment Advisory firm - (3/9/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

110 E. Iron Ave. Ste C, Salina, KS 67401

Mailing Address

P.o. Box 1364, Salina, KS 67402

Phone number

(785) 827-7700

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 85,891,787

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.

Similar Advisors

Simeon Snow

AUSDAL FINANCIAL PARTNERS, INC.

Paragould, AR

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Kristina Zelenski

PFS INVESTMENTS INC.

CRESTLINE, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Trevor L. Fetters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Lynn Fetters's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHIEF ADVISORS CORP

CF ADVISORS LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

FIRST ASSET FINANCIAL INC.

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

GREAT POINT CAPITAL LLC

NEW ENGLAND SECURITIES

IRON STREET SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2021

Series 63

Date: 12/23/2003

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 6/24/2005

Series 7

Date: 9/19/2003

FINRA

Current Firm

TC ADVISORS LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TC ADVISORS LTD.

TRUST BUT VERIFY

Similar Advisors