Corbett Michael Laduke

CFP

Trajan Wealth, L.L.C.

29 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth

Trajan Wealth, L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

8,955 clients

Average Client Portfolio

$220K average

Assets Under Management

$2.0B

Fee Structure

Financial Planning:Investment management only

Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2010

Denied

Customer Dispute

November 2009

Settled

Customer Dispute

July 2008

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Corbett is a partner in LaDuke Enterprises LLP, involved in real estate/rental properties and coordinating subcontractors. He also works as an insurance agent selling various insurance products, dedicating about a quarter of his time to this activity.

Employment History

Current Registrations

Trajan Wealth, L.L.C.

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Charles Schwab & CO., INC.

May 2008 - March 2016 · 7 yrs 10 mos

Charles Schwab & CO., INC.Broker

September 1995 - March 2016 · 20 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.