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JT

Jared M. Trexler

TREXLER FINANCIAL ADVISORS LLC
PANA, IL 62557
Some features on this profile are disabled
CRD#: 5719184
JT

Professional summary

Jared Michael Trexler, who also goes by Jared Trexler, is a registered financial advisor currently at TREXLER FINANCIAL ADVISORS LLC located in Pana, Illinois.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jared has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jared Trexler

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)CPA with TREXLER & COMPANY, P.C.; NOT INV REL; 3 E THIRD ST. PANA, IL 62557; ACCOUNTING PRACTICE; VICE PRESIDENT SINCE 1/1/10;shareholder; 40 HRS/WK; DUTIES: GENERAL ACCOUNTING DUTIES, TAX RETURNS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Trexler'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

August 8, 2018 - Present

TREXLER FINANCIAL ADVISORS LLC

Office #1: 3 East 3rd Street, Pana, IL 62557
RIA
CRD#: 294713
PANA, IL
Past

May 7, 2010 - August 8, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PANA, IL
Past

December 22, 2009 - August 8, 2018

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
PANA, IL

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
Illinois
(8/8/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/21/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TF
TREXLER FINANCIAL ADVISORS LLC
TREXLER FINANCIAL ADVISORS LLC

CRD#: 294713 / SEC#:

Illinois
Registered Investment Advisory firm - (8/8/2018 Approved)
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Contact information

Main Address
3 East 3rd Street, Pana, IL 62557
Mailing Address
Po Box 107, Pana, IL 62557
Phone number
(217) 562-5016
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts116
AUM (Assets Under Management)$ 21,724,757

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

TREXLER FINANCIAL ADVISORS LLC

CRD#: 294713Pana, IL 62557

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