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Tom Trost Location
Downers Grove, IL, US
Tom Trost Work
2019 -now Wealth Advisor @
2016 -2019 Financial Advisor @
2011 -2015 Financial Advisor @ Downey Financial Group, Inc. and DFG Wealth Managment
2010 -2011 Licensed Personal Banker @
2000 -2008 Staff Sergeant @
Tom Trost Education
College for Financial Planning
CFP Certification Professional Education Program (Certified Financial Planner, Financial Planning & Wealth Management)
2014-2015
Southern Illinois University, Carbondale
Masters Degree (Business Administration)
2008-2009
Tom Trost Skills
Financial Advisor
Life Cycle Planning
College Savings Plans
Financial Planning
Certified Financial Planner
Series 7
Series 63
Series 65
Retirement Planning
Education Planning
Financial Management
Annuities
Insurance
Mutual Funds
Stocks/Bonds
Trusts
Managed Accounts
401k Rollovers
Long Term Care
Life Insurance
Real Estate Investment Trust
IRAs
Tom Trost Summary
Tom Trost, based in Downers Grove, IL, US, is currently a Wealth Advisor at Professional Wealth Advisors, LLC. Tom Trost brings experience from previous roles at DuPage Financial Advisors located at DuPage Credit Union, Downey Financial Group, Inc. and DFG Wealth Managment, JPMorgan Chase and US Army. Tom Trost holds a 2014 - 2015 CFP Certification Professional Education Program in Certified Financial Planner, Financial Planning & Wealth Management @ College for Financial Planning. With a robust skill set that includes Financial Advisor, Life Cycle Planning, College Savings Plans, Financial Planning, Certified Financial Planner and more. Tom Trost has 2 emails and 2 mobile phone numbers on RocketReach.
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