TrueAdvisor
TrueAdvisor
VT
CFP
VT
CFP

Vernon Trexler

Wells Fargo Advisors
49 Years of Experience
Boulder, CO
Broker
View SEC Summary
View SEC Summary

Vernon Trexler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 49 years of industry experience. Vernon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

1155 Canyon Blvd Ste 200, Boulder, CO, 80302

Get directions

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.

Learn about disclosures →
Other Business Activities

Vernon owns two rental properties in Denver, Colorado, dedicating minimal time to each. He also has power of attorney for his mother, spending minimal time on investment-related activities in Albuquerque, New Mexico.

Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
Wachovia Securities, LLCBroker
July 1994 - May 2004 · 9 yrs 10 mos
Wachovia Securities, LLC
July 1994 - May 2004 · 9 yrs 10 mos
Everen Securities, INC.Broker
June 1994 - July 1994 · 1 mo
Shearson Lehman Hutton INC.Broker
April 1988 - May 1988 · 1 mo
Prudential Securities IncorporatedBroker
March 1988 - June 1994 · 6 yrs 3 mos
E. F. Hutton & Company INCBroker
December 1976 - April 1988 · 11 yrs 4 mos
State Registrations11 states
AZCOCTFLMONMOHTXUTVAWY
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Boulder, CO →All financial advisors in Colorado →