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JEFFREY CHARLES TROUTNER

JEFFREY C. TROUTNER

Some features on this profile are disabled
CRD#: 705722
JEFFREY CHARLES TROUTNER

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

JEFFREY CHARLES TROUTNER, who also goes by Jeffrey C Troutner, Jeff Troutner, was a registered financial professional .

JEFFREY is a previously registered financial professional and started their career in finance in 1980. JEFFREY had worked at 6 firms and has passed the Series 65, Series 63, Series 2, Series 5 and Series 7 exams.

Biography

Jeff started his career in 1980 as a stockbroker and specialized in recommending independent, fee-based investment advisors to clients. He founded TAM Asset Management and introduced serious investors to long-term benefits of indexing and asset class investing. He launched a monthly publication, TAM Review, now called AssetClass, to inspire investors and advisors to apply more modern methods of achieving long term investment success. In 2007, Jeff merged TAM with Dynamic Funds Management to form Equius Partners and became part of Wealth Enhancement Group in 2023. Jeff lives in San Rafael with his wife, Kathy. They share four children and many grandchildren. Jeff thoroughly enjoys the outdoors, from mountain biking, snowboarding and backpacking in the mountains, to sea kayaking on San Francisco Bay and scuba diving in warmer waters.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey C Troutner | Jeff Troutner

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.
INTERACT FA - PRESIDENT - INCLINE VILLAGE, NV - EDUCATIONAL, GRAPHICS, AND MARKET DATA. 4-6 HOURS PER MONTH OF WHICH 0 ARE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 3, 2023 - August 1, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
INCLINE VILLAGE, NV
Past

June 29, 2007 - April 1, 2008

EPIPHANY INVESTORS, INC.

RIA
CRD#: 144163
NOVATO, CA
Past

December 22, 2000 - April 28, 2023

EQUIUS PARTNERS, INC.

RIA
CRD#: 110450
NOVATO, CA
Past

January 8, 1993 - April 3, 2007

TAM ASSET MANAGEMENT INC

RIA
CRD#: 107867
TIBURON, CA
Past

August 11, 1981 - October 3, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 19, 1980 - March 7, 1984

HEADFORD & COMPANY, INCORPORATED

BD
CRD#: 3437

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".
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/7/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 11/30/1992
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/1980
General Securities Representative Examination

Current Firm

WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)
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Contact information

Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
1,230

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEAS ADV PART 2A APPENDIX 1 (10/13/2025)
WEAS ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts186,400
AUM (Assets Under Management)$ 94,632,028,506

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/20/2024
Cover Page
Report
03/05/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Senior Vice President, Financial AdvisorCRD#: 116407

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