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CFP
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CFP

Trevor Wallner

Private Advisor Group, LLC
16 Years of Experience
Springfield, IL
View SEC Summary
View SEC Summary

Trevor Wallner is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Springfield, IL, with 16 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3330 Ginger Creek Dr. Ste C, Springfield, IL, 62702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Trevor uses Broadway Graham Wealth Partners as the business name for providing investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Trevor is also an owner and managing partner of Bayside Properties, a commercial real estate venture, but spends minimal time on it.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Keb Wealth Advisors
June 2016 - August 2021 · 5 yrs 2 mos
Cambridge Investment Research Advisors, INC.
October 2012 - June 2016 · 3 yrs 8 mos
Benjamin F. Edwards & Company, Incorporated
November 2010 - October 2012 · 1 yr 11 mos
Securities America Advisors, INC.
October 2009 - November 2010 · 1 yr 1 mo
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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