Trevor K. Harris

SONAS FINANCIAL GROUP

Kansas City, MO 64114

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CRD#: 4938954

Professional summary

Trevor Keane Harris, CFP® is a registered financial advisor currently at SONAS FINANCIAL GROUP, INC. located in Kansas City, Missouri.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Trevor has worked at 3 firms and has passed the Series 66 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.

03/2000 TO PRESENT, OAK GROVE RENTAL, OAK GROVE, MO, NOT INVEST RELATED, PRESIDENT. EQUIPMENT RENTAL STORE & AM ONLY INVOLVED FOR 10 HRS/MONTH. ALL INVOLVEMENT IS AFTER MARKETS ARE CLOSED. I HELP WITH STRATEGIC PLANNING AND BASIC BOOKKEEPING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Keane Harris'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®

CFP^®

Certified Financial Planner

Experience

Current

June 28, 2016 - Present

SONAS FINANCIAL GROUP, INC.

Office #1: 9229 Ward Parkway Suite 300, Kansas City, MO 64114

RIA

CRD#: 122547

Kansas City, MO

Past

June 27, 2012 - June 8, 2016

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

KANSAS CITY, MO

Past

June 2, 2005 - May 23, 2008

WADDELL & REED

RIA

CRD#: 866

INDEPENDENCE, MO

Past

May 12, 2005 - May 23, 2008

WADDELL & REED

CRD#: 866

INDEPENDENCE, MO

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".

SONAS FINANCIAL GROUP, INC.

CRD#: 122547 / SEC#: 801-130755

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

Kansas

Registered Investment Advisory firm - (8/21/2024 Terminated)

Missouri

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/21/2024 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).

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

Kansas
(6/28/2016)

IAR

Missouri
(6/28/2016)

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 66

Date: 6/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/11/2005

General Securities Representative Examination

Current Firm

SONAS FINANCIAL GROUP, INC.

CRD#: 122547 / SEC#: 801-130755

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

Kansas

Registered Investment Advisory firm - (8/21/2024 Terminated)

Missouri

Registered Investment Advisory firm - (8/21/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/21/2024 Terminated)

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Contact information

Main Address

9229 Ward Parkway Suite 300, Kansas City, MO 64114

Mailing Address

Phone number

(816) 753-2210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SONAS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 134,570,513

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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Trevor K. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Keane Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

SONAS FINANCIAL GROUP, INC.

BOK FINANCIAL SECURITIES, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

SONAS FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2005

Series 7

Date: 5/11/2005

Current Firm

SONAS FINANCIAL GROUP, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SONAS FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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