Trevore J. Meyer
FINANCIAL DESIGN STUDIO
DEER PARK, IL 60010
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CRD#: 6747222
Professional summary
Trevore James Meyer, CFP®, who also goes by Trevore Meyer, is a registered financial advisor currently at FINANCIAL DESIGN STUDIO, INC. located in Deer Park, Illinois.
Trevore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Trevore has worked at 2 firms .
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Charitable Giving
College/Education Planning
Investment Advice with Ongoing Management
Millennials
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Debt Management
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Trevore Meyer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Trevore James Meyer'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®
Start date: 2012
Experience
Current
August 9, 2019 - Present
FINANCIAL DESIGN STUDIO, INC.
Office #1: 21660 West Field Parkway Suite 118, Deer Park, IL 60010RIA
CRD#: 286686
DEER PARK, IL
Past
February 17, 2017 - November 4, 2019
PRESENCE FINANCIAL INC.
RIA
CRD#: 286500
NORTH BARRINGTON, IL
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".
FINANCIAL DESIGN STUDIO, INC.
FINANCIAL DESIGN STUDIO, INC.
CRD#: 286686 / SEC#: 801-134607
RIA
Registered Investment Advisory firm - (11/18/2025 Approved)Illinois
Registered Investment Advisory firm - (11/22/2025 Terminated)Kansas
Registered Investment Advisory firm - (11/22/2025 Terminated)Texas
Registered Investment Advisory firm - (11/22/2025 Terminated)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(8/9/2019)
IAR
Kansas(8/27/2021)
IAR
Texas(9/16/2019)
Exams
Current Firm
FINANCIAL DESIGN STUDIO, INC.
FINANCIAL DESIGN STUDIO, INC.
CRD#: 286686 / SEC#: 801-134607
RIA
Registered Investment Advisory firm - (11/18/2025 Approved)Illinois
Registered Investment Advisory firm - (11/22/2025 Terminated)Kansas
Registered Investment Advisory firm - (11/22/2025 Terminated)Texas
Registered Investment Advisory firm - (11/22/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21660 West Field Parkway Suite 118, Deer Park, IL 60010
Mailing Address
Phone number
(847) 238-8050
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 105,500,000 |
Red Flags
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Company Information
FINANCIAL DESIGN STUDIO, INC.
CRD#: 286686Deer Park, IL 60010TRUST BUT VERIFY
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