Trevore James Meyer
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Education Funding
- Cashflow & Budgeting
- Estate & Legacy Planning
Specializations
Other Aliases
Trevore Meyer
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Videos & Posts
This advisor has not added any videos or posts yet.
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ONEAMERICA SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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ONEAMERICA SECURITIES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FINANCIAL DESIGN STUDIO, INC.
Contact Information
Main Address
21660 West Field Parkway Suite 118, Deer Park, IL 60010Phone Number
(847) 238-8050# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
452AUM (Assets Under Management)
$105,500,000Similar Advisors
THE DALA GROUP, LLC
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FINANCIAL DESIGN STUDIO, INC.
State Registrations and Notice Filings
(8/9/2019)
(8/27/2021)
(9/16/2019)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Trevore James Meyer's CRS (Customer Relationship Summary).
Services Offered by Trevore
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Education Funding
- Cashflow & Budgeting
- Estate & Legacy Planning
Similar Advisors
THE DALA GROUP, LLC
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