Trisha Floyd

WISE FINANCIAL STRATEGIES

LAKELAND, FL 33813

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CRD#: 8238186

Professional summary

Trisha Floyd, who also goes by Trisha Severson, is a registered financial advisor currently at WISE FINANCIAL STRATEGIES, LLC located in Lakeland, Florida.

Trisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Trisha has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Trisha Severson

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.

I am the owner and a Certified Public Accountant at Ramos & Floyd CPAs PLLC, located at 4215 Old Road 37, Lakeland, FL 33811, a public accounting firm that provides tax, audit, payroll, and business advisory services. My relationship with the firm began in May 2021, and I devote approximately 90-120 hours per month to firm-related activities, approximately 60-90 hours per month during trading hours. My duties include overseeing tax compliance and audit engagements, providing accounting and financial reporting advice, supervising staff, and managing firm operations. The services provided through Ramos & Floyd CPAs PLLC are limited to accounting and advisory functions and do not include securities recommendations or investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trisha Floyd'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®

None

Experience

Current

June 25, 2026 - Present

WISE FINANCIAL STRATEGIES, LLC

Office #1: 4215 Old Road 37, Lakeland, FL 33813

RIA

CRD#: 339861

LAKELAND, FL

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

Florida
(6/25/2026)

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

Current Firm

WISE FINANCIAL STRATEGIES, LLC

CRD#: 339861 / SEC#:

Florida

Registered Investment Advisory firm - (6/25/2026 Approved)

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Contact information

Main Address

4215 Old Road 37, Lakeland, FL 33813

Mailing Address

Phone number

(863) 701-7885

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Trisha Floyd

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trisha Floyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISE FINANCIAL STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Current Firm

WISE FINANCIAL STRATEGIES, LLC

Contact information

Documents

Red Flags

Company Information

WISE FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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