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TT

Trevor W. Teutsch

ARCADIA INVESTMENT ADVISORS
Eagle, ID 83616-6095
Some features on this profile are disabled
CRD#: 7608982
TT

Professional summary

Trevor Wayne Teutsch is a registered financial advisor currently at ARCADIA INVESTMENT ADVISORS, LLC located in Eagle, Idaho.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Trevor has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Wayne Teutsch's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 19, 2023 - Present

ARCADIA INVESTMENT ADVISORS, LLC

Office #1: 1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
RIA
CRD#: 109590
Eagle, ID

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".
AI
ARCADIA INVESTMENT ADVISORS, LLC
ARCADIA FINANCIAL GROUP LLC | ARCADIA INVESTMENT ADVISORS, LLC

CRD#: 109590 / SEC#: 801-56607

RIA
Registered Investment Advisory firm - (6/23/1999 Approved)

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
Idaho
(9/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2023
Uniform Investment Adviser Law Examination

Current Firm

AI
ARCADIA INVESTMENT ADVISORS, LLC
ARCADIA FINANCIAL GROUP LLC | ARCADIA INVESTMENT ADVISORS, LLC

CRD#: 109590 / SEC#: 801-56607

RIA
Registered Investment Advisory firm - (6/23/1999 Approved)
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Contact information

Main Address
1028 S. Bridgeway Place, Suite 100, Eagle, ID 83616-6095
Mailing Address
Phone number
(208) 342-7758
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 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

ARCADIA INVESTMENT ADVISORS, LLC PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts766
AUM (Assets Under Management)$ 298,047,920

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

ARCADIA INVESTMENT ADVISORS, LLC

CRD#: 109590Eagle, ID 83616-6095

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