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JM

Justin S. Mcneal

TREW ADVISORS
Rapid City, SD
Some features on this profile are disabled
CRD#: 5443249
JM

Professional summary

Justin Shad Mcneal, CFP® is a registered financial advisor currently at TREW ADVISORS, LLC located in Rapid City, South Dakota.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 4 firms and has passed the Series 66, SIE, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Shad Mcneal'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®

Certified Financial Planner

Start date: 2016

Experience

Current

February 5, 2025 - Present

TREW ADVISORS, LLC

RIA
CRD#: 287827
Rapid City, SD
Past

February 6, 2018 - December 31, 2024

TREW ADVISORS, LLC

RIA
CRD#: 287827
RAPID CITY, SD
Past

August 8, 2014 - February 23, 2017

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
HONOLULU, HI
Past

July 1, 2014 - February 23, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HONOLULU, HI
Past

February 7, 2012 - June 12, 2014

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
HONOLULU, HI
Past

November 23, 2011 - June 12, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
HONOLULU, HI
Past

March 12, 2008 - October 27, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
HONOLULU, HI
Past

November 29, 2007 - October 27, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
HONOLULU, HI

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
(3/24/2025)
IAR
Hawaii
(6/9/2025)
IAR
South Dakota
(2/20/2025)
IAR
Texas
(2/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/31/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/29/2015
General Securities Principal Examination

Current Firm

TA
TREW ADVISORS, LLC
TREW ADVISORS, LLC

CRD#: 287827 / SEC#:

California
Registered Investment Advisory firm - (3/24/2025 Approved)
Hawaii
Registered Investment Advisory firm - (5/16/2025 Approved)
South Dakota
Registered Investment Advisory firm - (2/19/2025 Approved)
Texas
Registered Investment Advisory firm - (2/4/2025 Approved)
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Contact information

Main Address
Rapid City, SD
Mailing Address
Phone number
(808) 782-0638
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts40
AUM (Assets Under Management)$ 35,450,000

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.

Company Information

TREW ADVISORS, LLC

CRD#: 287827Rapid City, SD

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