CT
Charles K. Trew
BELLWETHER INVESTMENT GROUP
Hixson, TN 37343
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CRD#: 6022327
CT
Professional summary
Charles Kenneth Trew, who also goes by Chuck Trew, is a registered financial advisor currently at BELLWETHER INVESTMENT GROUP, LLC located in Hixson, Tennessee.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Charles has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chuck Trew
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.
? Name of other business: Trew Tax & Insurance LLC ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Tax preparation and insurance services ? Your position: Managing Member ? Start date of relationship: 01/01/2014 ? Approx. # of hours /month devote to other business: 160 hrs/month; 120 during securities trading hours ? Name of other business: C&T Investments Partnership LLC ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Real estate Management ? Your position: Partner ? Start date of relationship: 12/14/2018 ? Approx. # of hours /month devote to other business: 5 hrs/month; 0 during securities trading hours ? Name of other business: Trew Income Tax & Bookkeeping Service Inc. ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Tax preparation and bookkeeping ? Your position: Manager ? Start date of relationship: 01/01/2012 ? Approx. # of hours /month devote to other business: 160 hrs/month; 120 during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Charles Kenneth Trew'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®
NoneExperience
Current
October 4, 2023 - Present
BELLWETHER INVESTMENT GROUP, LLC
Office #1: 5502 Hixson Pike Suite G, Hixson, TN 37343RIA
CRD#: 148114
Hixson, TN
Past
September 16, 2013 - September 30, 2013
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, 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".
BI
BELLWETHER INVESTMENT GROUP, LLC
BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL
CRD#: 148114 / SEC#: 801-69529
RIA
Registered Investment Advisory firm - (8/21/2008 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.Highlighted states indicate IAR registrations
IAR
Georgia(10/25/2023)
IAR
Tennessee(10/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BI
BELLWETHER INVESTMENT GROUP, LLC
BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL
CRD#: 148114 / SEC#: 801-69529
RIA
Registered Investment Advisory firm - (8/21/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5502 Hixson Pike Suite G, Hixson, TN 37343
Mailing Address
Phone number
(423) 698-6256
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 304 |
| AUM (Assets Under Management) | $ 137,134,578 |
Red Flags
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Company Information
BELLWETHER INVESTMENT GROUP, LLC
CRD#: 148114Hixson, TN 37343TRUST BUT VERIFY
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