TR
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Trevor Seth Rupp

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,311 clients
Average Client Portfolio
$172K average
Assets Under Management
$225.9M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

219 N Defiance St., Archbold, OH, 43502

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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 works as a pro shop attendant at Burr Oak Golf Club, dedicating a few hours per week. He also provides financial advisory services through CIG Financial on a full-time basis.

Employment History
Current Registrations
724 Capital, LLC
May 2024 - Present · 1 yr 9 mos
Independent Financial Group, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Thrivent Investment Management INC.
March 2023 - April 2024 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
January 2023 - April 2024 · 1 yr 3 mos
State Registrations3 states
INMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.