Trevor Schimschock
Professional Summary
Trevor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trevor James Roderick Schimschock
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC
Contact Information
Main Address
2101 Pearl Street, Boulder, CO 80302Phone Number
(720) 443-2076# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
621AUM (Assets Under Management)
$292,860,794Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUE MOUNTAIN WEALTH MANAGEMENT LLC | KILTERHOWLING LLC | BLUE MOUNTAINS WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Trevor Schimschock's CRS (Customer Relationship Summary).
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