Trevor Wallner Email & Phone Number
Certified Financial Planner @ Broadway Graham Wealth Partners
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Trevor Wallner Location
- Springfield, IL, US
Trevor Wallner Work
- Certified Financial Planner @ (August 2021 - Present)
- Senior Wealth Advisor @ KEB Asset Management, LLC (May 2016 - August 2021)
- Owner and Investment Advisor Representative @ Wallner Financial Management, LLC (January 2007 - June 2016)
- Vice President @ Professional Consulting Services of Illinois (May 2000 - October 2010)
Trevor Wallner Education
- University of Illinois Springfield
Bachelors in Business Administration (Business Administration and Management, General)
- College of Charleston
(Accounting and Business/Management)
- Springfield College in Illinois
Associate of Arts (A.A.) (Business Administration and Management, General)
Trevor Wallner Skills
- Estate Planning
- Stock Management
- Bonds
- Defined Contribution
- Stock Market
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- IRAs
- Financial Portfolio Management
- Investments
- US Treasuries
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Government Bonds
- Asset Managment
- Strategic Financial Planning
- Qualified Retirement Plans
- Management
- 401k Rollovers
- Term Life Insurance
- Municipal Bonds
Trevor Wallner Summary
- Trevor Wallner, based in Springfield, IL, US, is currently a Certified Financial Planner at Broadway Graham Wealth Partners. Trevor Wallner brings experience from previous roles at KEB Asset Management, LLC, Wallner Financial Management, LLC and Professional Consulting Services of Illinois. Trevor Wallner holds a Bachelors in Business Administration in Business Administration and Management, General @ University of Illinois Springfield. With a robust skill set that includes Estate Planning, Stock Management, Bonds, Defined Contribution, Stock Market and more. Trevor Wallner has 1 emails and 1 mobile phone numbers on RocketReach.
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