TA
Trevor D. Agnew
A. GILE & CO.
COLUMBUS, WI 53925
Some features on this profile are disabled
CRD#: 7126359
TA
Trevor Duncan AgnewA. GILE & CO.
Professional summary
Trevor Duncan Agnew, who also goes by Trevor Agnew, is a registered financial advisor currently at A. GILE & CO. located in Columbus, Wisconsin.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Trevor has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Trevor Agnew
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.
1. PHOENIX CAPITAL HOLDINGS LLC POSITION: Limited Partner NATURE:LLC owned equally by 4 partners (I hold 50%of Phoenix Capital Holdings LLC through K-1 Ventures LLC, which I own 50%, effectively making my ownership of Phoenix Capital Holdings 25%)for the purpose of acquiring and holding mixed-use real estate for passive investment purposes. INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 9/23/22 ADDRESS: 150 N Ludington St, Columbus WI 53925 DESCRIPT: My primary duties include searching for investable properties for Phoenix Capital Holdings LLC, and work in-conjunction with my other three equal partners to close deals and passively manage acquired real estate for rental real estate investment purposes. 2. K-1 VENTURES LLC POSITION: General Partner NATURE: LLC that is set up as a holding company for real estate investment purposes. Ill have 50% of ownership, INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 0 START DATE: 9/26/22 ADDRESS: 150 N Ludington St, Columbus WI 53925 DESCRIPT: I am appointed to handle all tax matters for K-1 Ventures LLC. All other responsibilities will be split evenly between the general partners Andrew Gile & myself. 3. E4 INSURANCE SERVICES POSITION: Insurance Agent NATURE: I'm an independent contractor through E4 insurance services. I'm compensated for life insurance, FA & FIA sales via commission. I am issued a 1099-NEC every year as a sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HRS: 20 SECURITIES TRADING HRS: 10 START DATE: 1/1/23 ADDRESS: 951 Kimball Ln STE 206, Verona WI 53593 DESCRIPT: Sales of FA, FIA, & life insurance for a commission. I'm independent (non-captive) in my role as an insurance representative through E4. 4. PETROLEUM CAPITAL PARTNERS LLC POSITION: Member Manager NATURE: Multi Member LLC (Partnership) I am a 50% partner with my friend Andrew Gile who also owns 50%. I own rental real estate with the same ownership structure/percentage in two of my other OBAs with Andrew as well. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 150 N Ludington, Columbus WI 53925, United States DESCRIPTION: Both he and I have similar roles in supervising and managing the overall operations. We will engage in a conference call daily after market close to get updates on the day's production, operations (including any repairs that need work ordering), and a plan for the following day's operations. 5. Agnew Tax Management, LLC POSITION: Sole Owner NATURE: Tax management services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 150 N Ludington, Columbus WI 53925, United States DESCRIPTION: Solely owned tax advisory business providing tax planning and consulting
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Duncan Agnew'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®
NoneExperience
Current
August 3, 2026 - Present
A. GILE & CO.
Office #1: 150 N Ludington Street, Columbus, WI 53925RIA
CRD#: 329204
COLUMBUS, WI
Past
January 19, 2024 - August 6, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
LODI, WI
Past
January 19, 2024 - August 6, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
LODI, WI
Past
January 11, 2021 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
LODI, WI
Past
October 9, 2020 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
LODI, WI
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
Wisconsin(8/3/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AG
A. GILE & CO.
A. GILE & CO. | A. GILE & CO. LLC
CRD#: 329204 / SEC#:
Wisconsin
Registered Investment Advisory firm - (3/8/2024 Approved)Loading...
Contact information
Main Address
150 N Ludington Street, Columbus, WI 53925
Mailing Address
Phone number
(920) 350-7200
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 143 |
| AUM (Assets Under Management) | $ 21,926,436 |
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
A. GILE & CO.
CRD#: 329204Columbus, WI 53925TRUST BUT VERIFY
Monitor Trevor Agnew
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
