Trevor J. Schimschock

KILTERHOWLING LLC

Boulder, CO 80302

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CRD#: 6243083

Professional summary

Trevor James Roderick Schimschock, who also goes by Trevor James Roderick Schimschock, is a registered financial advisor currently at KILTERHOWLING LLC located in Boulder, Colorado.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Trevor has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor James Roderick Schimschock

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.

WPSquared LLC, Not Investment-related, 6322 W Fremont Dr, Littleton, CO, USA, 100% Owner, Start Date: 07/27/2017, 3 hrs per week, 0 trading hrs per week, Real Estate Holding Co, Duties: Owner of company that holds rental properties for short and long term real estate rentals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor James Roderick Schimschock'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

September 15, 2025 - Present

KILTERHOWLING LLC

Office #1: 2101 Pearl Street, Boulder, CO 80302

RIA

CRD#: 169684

Boulder, CO

Past

June 1, 2023 - September 17, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Highlands Ranch, CO

Past

April 12, 2022 - December 7, 2022

CRESTONE ASSET MANAGEMENT LLC

RIA

CRD#: 108581

BOULDER, CO

Past

January 2, 2018 - February 28, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

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".

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 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

Colorado
(9/15/2025)

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

Series 63

Date: 2/2/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/29/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KILTERHOWLING LLC

BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC

CRD#: 169684 / SEC#: 801-118595

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

California

Registered Investment Advisory firm - (6/3/2020 Terminated)

Colorado

Registered Investment Advisory firm - (5/13/2020 Terminated)

Montana

Registered Investment Advisory firm - (5/4/2020 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2020 Terminated)

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Contact information

Main Address

2101 Pearl Street, Boulder, CO 80302

Mailing Address

Phone number

(720) 443-2076

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KILTERHOWLING ADV 2A 3.21.25 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	591
AUM (Assets Under Management)	$ 257,755,145

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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Advisor Monitoring

Firm Stability Insights

Trevor J. Schimschock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor James Roderick Schimschock's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRESTONE ASSET MANAGEMENT LLC

EMPOWER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KILTERHOWLING LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/2018

Series 7TO

Date: 8/18/2023

SIE

Date: 10/1/2018

Series 6

Date: 12/29/2017

Current Firm

KILTERHOWLING LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTERHOWLING LLC

TRUST BUT VERIFY

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