Alexis Trapp
Alexis Trapp is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 8 years of industry experience. Alexis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12711 N. Meridian Street, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
Criminal
December 2023Other Business Activities
Alexis works as a bookkeeper for G5 Autos, a used car sales business, since 2020. Alexis spends minimal time on this activity, and none during securities trading hours.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 states
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
More Advisors
- Gregory Smith, CFPCapital Client Group, INC.
- Jonathan Harris, ChFCCapital Client Group, INC.
- Bradley SuttonCapital Client Group, INC.
- Royce Woodley, CFACapital Client Group, INC.
- John Millbern, CFA, CFP, ChFCCapital Client Group, INC.
- Casey Dregits, CFACapital Client Group, INC.