Clayton Trenz
Clayton Trenz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
121 NW Greenwood Avenue, Suite 101, Bend, OR, 97703
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
February 2008Other Business Activities
Clayton is the president of Acuity Aeroworks, providing flight instruction services, and an on-demand contract flight instructor/corporate pilot, dedicating about 10-20% of his time to each. He also owns Acuity Wealth Advisors, spending minimal time as an independent financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
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