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Mar 12, 22 (Updated: Oct 16, 22)

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1. Trajanwealth.com
Outspoken 3 years ago

Client Login Links - Trajan Wealth

https://trajanwealth.com/client-logins/

Thank you for bring a Trajan Wealth client. We appreciate you! Use this page to connect to your accounts any time and connect with us.

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Trajanwealth.com Official Pages

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2025-08-13 20:51:11 200 131 Page Active
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2. Force.com
Populist Bangalore, Karnataka, India 3 years ago

Login

https://trajanwealth.force.com/twcp/s/login/?

Trajan Wealth Client Portal. Username. Password. Log in. Forgot your password? Are you an employee? Login here. Loading.

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3. Isolvedhire.com
Editor Sweden 3 years ago

Trajan Wealth LLC Login - Jobs

https://trajanwealth.isolvedhire.com/account/login.php

Trajan Wealth LLC Login · Forgot Your Password. Please enter your email address below. You will be sent an email with instructions on how to change your password ...

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4. Wiza.co
Guru Remote 3 years ago

Mike Wilson - Trajan Wealth Llc - Wiza

https://wiza.co/d/trajan-wealth-llc/fb32/mike-wilson

Mike Wilson is based out of Scottsdale, Arizona, United States and works at Trajan Wealth Llc as Vice President and Financial Planner.

2
1
5. Glassdoor.com
Legendary Toronto, ON, Canada 3 years ago

Trajan Wealth Reviews | Glassdoor

https://www.glassdoor.com/Reviews/Trajan-Wealth-Reviews-E1325638.htm

To filter reviews, Sign In or Register. Found 6 of over 7 reviews. 4.3. ☆ ...

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6. Morningstar.com
Reviewer Tulsa, OK 3 years ago

Trajan Wealth Income Opportunities ETF (TWIO) Quote - ARCX

https://www.morningstar.com/etfs/arcx/twio/quote

Learn about TWIO (ARCX) with our data and independent analysis including price, star rating, asset allocation, capital gains, and dividends.

2
1
7. Bbb.org
Curious India 3 years ago

Trajan Wealth, LLC | Better Business Bureau® Profile

https://www.bbb.org/us/az/tucson/profile/fiduciary/trajan-wealth-llc-1...

BBB accredited since 3/9/2018. Fiduciary in Tucson, AZ. See BBB rating, reviews, complaints, request a quote & more.

7
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8. Usnews.com
Reviewer Kolkata, West Bengal, India 3 years ago

Trajan Wealth Income Opportunities ETF (TWIO) - US News ...

https://money.usnews.com/funds/etfs/allocation-15-to-30-equity/trajan-...

Learn everything you need to know about Trajan Wealth Income Opportunities ETF (TWIO) and how it ranks compared to other funds.

6
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9. Tradeboa.com
Critic Singapore 3 years ago

trajan wealth login - tradeboa.com

http://www.tradeboa.com/trajan+wealth+login/53474f/

trajan wealth login-related searches, including trajan wealth login portal and other related content.

6
1
10. Prnewswire.com
Informed Argentina 3 years ago

Trajan Wealth Launches A New ETF - PR Newswire

https://www.prnewswire.com/news-releases/trajan-wealth-launches-a-new-...

PRNewswire/ -- The Trajan Wealth Income Opportunities (TWIO) Fund launched on April 1, 2021. The Fund seeks to provide investors with ...

2
1
11. Wealthmanagement.com
Disciplined Seattle, WA, USA 3 years ago

Arizona Rubber-Stamps Trajan Wealth's Ownership of a Law ...

https://www.wealthmanagement.com/industry/arizona-rubber-stamps-trajan...

When Arizona changed its rules around nonlawyers owning legal firms, Trajan Wealth's founder won an estate planning firm.

8
1
12. Audible.com
Explainer Montreal, Quebec, Canada 3 years ago

Estate Check-Up - Audible.com

https://www.audible.com/pd/Estate-Check-Up-Podcast/B09F5LYTLX

Estate Check-Up - Build Your Wealth with Trajan Wealth feat. Jeff Junior Have you reviewed your estate planning documents lately? If not, it's time to...

6
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13. Zoominfo.com
Critic Berlin, Germany 3 years ago

Trajan Wealth - Overview, News & Competitors | ZoomInfo.com

https://www.zoominfo.com/c/trajan-wealth-llc/356897667

View Trajan Wealth (www.trajanwealth.com) location in Arizona, United States , revenue, industry and description. Find related and similar companies as well ...

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14. Crunchbase.com
Editor Bangalore, India 2 years ago

Trajan Wealth - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/trajan-wealth

Trajan Wealth provides asset management to help protect, maintain, and grow financial portfolios.

3
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15. Nextdoor.com
Reviewer Alkmaar, Netherlands 2 years ago

Trajan Wealth | Jeff Junior | Scottsdale Financial Planner

https://nextdoor.com/pages/trajan-wealth-jeff-junior-scottsdale-financ...

Highly recommend this. Purchased for my grandson and ended up purchasing one for myself. 1 week ago. Sign in to see what neighbors love about Trajan ...

2
1
16. Sec.gov
Refiner italy 2 years ago

TRAJAN WEALTH, L.L.C. - Investment Adviser Firm

https://adviserinfo.sec.gov/firm/summary/158847

IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.

4
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17. Bloomberg.com
Informed Hong Kong 2 years ago

TWIO Quote - Trajan Wealth Income Opportunities ETF Fund

https://www.bloomberg.com/quote/TWIO:US

Performance charts for Trajan Wealth Income Opportunities ETF (TWIO - Type ETF) including intraday, historical and comparison charts, technical analysis and ...

1
1
18. Nasdaq.com
Refiner Japan 2 years ago

Spinnaker ETF Series Trajan Wealth Income Opportunities ...

https://www.nasdaq.com/market-activity/funds-and-etfs/twio

Find the latest quotes for Spinnaker ETF Series Trajan Wealth Income Opportunities ETF (TWIO) as well as ETF details, charts and news at Nasdaq.com.

1
1
19. Amazon.com
Outspoken 2 years ago

Build Your Wealth with Trajan Wealth : Jeff Junior - Amazon.com

https://www.amazon.com/Build-Your-Wealth-Trajan/dp/B08JJSGGJZ

https://linktr.ee/trajanwealth *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually ...

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Frequently Asked Questions

Is Trajan wealth a good company?

Trajan Wealth manages $653.7 million and provides investment advisory services for 2,927 clients (1:173 advisor/client ratio).
...
Firm Information.
Summary Firm
Total AUM $653.7 million
Fee Range Ask firm
Advisor / Client Ratio 1:173
Languages Offered Ask firm
11 more rows
•
Mar 1, 2022

How do I find a fiduciary near me?

There are several places to look for a financial advisor near you:
  1. Use an online advisor search. ...
  2. Ask friends, family or colleagues for recommendations. ...
  3. The Garrett Planning Network. ...
  4. The National Association of Personal Financial Advisors. ...
  5. XY Planning Network. ...
  6. The CFP Board. ...
  7. Robo advisors. ...
  8. Search engines.

What does Trajan wealth do?

Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services.

How long has Trajan Wealth been in business?

Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we've helped.
Is Post Helpful?

Recent Tweets By trajanwealth

Lamp
@TrajanWealth Exciting news! 🤩 The Trajan Wealth Income Opportunities (TWIO) ETF premiered today on the NYSE! You can read more here: https://t.co/aCox2Zyi7z https://t.co/1E34wK9gZ3
2021-04-06 00:00:00
Lamp
@TrajanWealth 🎉First of it's kind in Arizona! Trajan Estate is Approved by Arizona Supreme Court as the First Alternative Business Structure https://t.co/PHXjSk4pSl #estateplanning #attorney #wealthmanagement #team #financialplanning https://t.co/FqpSeF7ld1
2021-03-30 00:00:00
Lamp
@TrajanWealth 😄 #changemymind #memes https://t.co/6d2NvBmQbk
2021-02-19 00:00:00
Lamp
@TrajanWealth Even if it is a perfect example of correlation without causation, we're still rooting for a good year 😉🏈 https://t.co/WMxNEfXaKP https://t.co/UBjt1PLV2e
2021-02-06 00:00:00
Lamp
@TrajanWealth 🤔 What is going on with Gamestop and AMC? Check out this podcast episode hot off the presses https://t.co/WjUOARoaHw
2021-01-31 00:00:00
Lamp
@TrajanWealth #Retirement planning feels like a numbers game, sure. 😣 However, #numbers give us a baseline to help you financially #plan for today and the future. https://t.co/YolPLAGkcg *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/T2dCgtEUA5
2021-01-16 00:00:00
Lamp
@TrajanWealth #FridayMotivation https://t.co/tQLCYWEFWr
2021-01-08 00:00:00
Lamp
@TrajanWealth The #SSA has made some major #changes to their #retirement benefits starting in 2021. https://t.co/IDQca1b2w4 *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/WxAIhu6wBH
2021-01-07 00:00:00
Lamp
@TrajanWealth On this #episode of Build Your Wealth with Trajan Wealth, Jeff and Rusty celebrate the end of 2020 and look forward into 2021. What will this year hold for businesses and investors? https://t.co/MyBwNJ0pX7 https://t.co/baUGqmTM3l
2021-01-06 00:00:00
Lamp
@TrajanWealth Check out this interview Jeff did with Wake Up Tucson! He gives his predictions for the market in 2021, and his top tips for managing your savings as we enter the New Year. Listen to the interview now: https://t.co/P9uZhIviHj https://t.co/tpUUOnawLK
2021-01-05 00:00:00
Lamp
@TrajanWealth Happy New Year from Trajan Wealth! Warm wishes from us to you for a healthy, happy, and prosperous 2021 🎉 https://t.co/PReNvUKyZF
2021-01-01 00:00:00
Lamp
@TrajanWealth Turning 62 might not sound like a milestone, but it's the earliest age you can begin taking #SSI. Still, just because you can doesn't mean you should. Jeff talks pros and cons in this #episode of the "Build Your Wealth with Trajan Wealth" #Podcast https://t.co/PjjQdhZoLI https://t.co/UKSEuRQrLh
2020-12-30 00:00:00
Lamp
@TrajanWealth Merry Christmas from the Trajan Wealth team. We hope everyone has a great holiday weekend! 🎄 https://t.co/dAQH7E9Dds
2020-12-25 00:00:00
Lamp
@TrajanWealth #FridayMotivation 🎁 https://t.co/9qLHHd8IRz
2020-12-18 00:00:00
Lamp
@TrajanWealth Sojourner Center offers an on-site resource center where victims of domestic violence can #rebuild their lives. Trajan Wealth is proud to help! Thank you to everyone who donated to our #giftdrive https://t.co/HqlsOGVlKC
2020-12-17 00:00:00
Lamp
@TrajanWealth This should be the happiest time of the year. 🤨 On this episode of Build Your Wealth with Trajan Wealth Podcast, Jeff and co-host Rusty Humphries talk about current scams crooks are using to try and take your money. https://t.co/QOvzlNZi84 https://t.co/aqfsj8eUjI
2020-12-16 00:00:00
Lamp
@TrajanWealth If you are ready to make more headway on your #retirement savings in #2021, check out our blog to see how much you can contribute. https://t.co/FJuMtwlgjX *Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment advisor. https://t.co/bZLbsXxx0v
2020-12-15 00:00:00
Lamp
@TrajanWealth Free Stock Market Outlook! 🗽 Our newest whitepaper looks at past patterns to predict the next market moves. Download now for a look at 2021: https://t.co/usTHBdhUH1 *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/4F1kQnlTmx
2020-12-14 00:00:00
Lamp
@TrajanWealth It's that time of year again! Happy Holidays from everyone at Trajan Wealth. We wish everyone a safe and joyful holiday season ⛄🌟 https://t.co/I5pg0U0H7p
2020-12-13 00:00:00
Lamp
@TrajanWealth Employee #Christmas #party at Top Golf! Such fun - Thank you Jeff & Brenda! https://t.co/iCgGfrkzMg
2020-12-12 00:00:00
Lamp
@TrajanWealth As the year comes to an end, a number of critical #retirement account deadlines are fast approaching. Act fast 👉 Download our free end-of-year checklist now: https://t.co/3YQwkcMR57 *Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment advisor. https://t.co/Ru0zaKimX9
2020-12-11 06:17:03
Lamp
@TrajanWealth You should never put all your eggs in one basket, right? Well what makes a diverse portfolio is critical? Why not put all your money in say, Tesla? Find out on this episode of "Build Your Wealth with Trajan Wealth" Podcast. https://t.co/pD7DRlY85F https://t.co/c5OOMRINPB
2020-12-10 10:30:23
Lamp
@TrajanWealth The Trajan #Charity #Gift Drive started today! 🎁 @SojournerCenter offers an on-site resource center where victims of domestic violence can rebuild their lives. Trajan Wealth is proud to help out - please join us! December 10-17th in #Phoenix https://t.co/l8ac62dLyR https://t.co/t2gBhPIUVV
2020-12-10 06:58:07
Lamp
@TrajanWealth Post #Election Stock Market Outlook! 🗽 Our newest whitepaper looks at past patterns to predict the next market moves. Download now for a look at 2021: https://t.co/usTHBdhUH1 *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/EzWx1Z6mn5
2020-12-09 07:22:06
Lamp
@TrajanWealth Sweet! 🎉 We're excited to be in the 2020 Top 50 Emerging #RIA list. Number 18 and #growing https://t.co/og8Rrv8clT https://t.co/MNj1GHtLDf
2020-12-07 02:55:08
Lamp
@TrajanWealth #FridayMotivation https://t.co/5HwWSkFJwS
2020-12-04 05:28:04
Lamp
@TrajanWealth Jeff recently interviewed on Wake Up Tucson on 1030 KVOI AM, where he talked about our alignment with Dave Ramsey's values, money saving strategies, and more! For the full interview, check out our YouTube channel: https://t.co/whHNoFk3ZN https://t.co/Zjzlr1sZ5F
2020-12-03 06:54:21
Lamp
@TrajanWealth Post #Election Stock Market Outlook! 🗽 Our newest whitepaper looks at past patterns to predict the next market moves. Download now for a look at 2021: https://t.co/usTHBdhUH1 *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/mzhvv5cL5w
2020-12-02 07:22:08
Lamp
@TrajanWealth With the #election over, investors may be wondering about market #volatility as we enter 2021. Many factors outside of the election will determine this - especially considering a #COVID vaccine may be on the way. Read more on our blog now! https://t.co/YBgWq0LnXI *Advisory ... https://t.co/cPHvrLkUZx
2020-12-01 03:32:12
Lamp
@TrajanWealth Get the factors you should consider when determining the best time for you to take #SocialSecurity #retirement #benefits: https://t.co/2Q2YEtEQBA *Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment advisor. https://t.co/IrIPzDMHwj
2020-11-29 04:23:04
Lamp
@TrajanWealth #HappyThanksgiving from Trajan Wealth 🦃 We are #thankful every day for our amazing clients and the team that keeps our company strong. What are you thankful for this year? https://t.co/hPs65Hh1g8
2020-11-26 02:40:19
Lamp
@TrajanWealth #2020 has been unlike any other. Check out our #recap of 2020 as we all assess what we have learned from this year. https://t.co/V4k6s9bYCw *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/1IeWygfD91
2020-11-22 04:46:07
Lamp
@TrajanWealth We are thankful for our employees and our clients! 🦃 https://t.co/AxnoiGaYx0
2020-11-20 06:05:16
Lamp
@TrajanWealth #FridayMotivation 🌲 https://t.co/dU2pKvnkTg
2020-11-20 04:02:11
Lamp
@TrajanWealth #Daytrading is a very exciting way to make money from home. It's also the riskiest. Don't go "all in" on day trading on this #episode https://t.co/znRQx1wwHs *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor.
2020-11-18 07:24:07
Lamp
@TrajanWealth A number of critical #retirement account #deadlines are fast approaching. Download our #free end-of-year checklist to take advantage of beneficial #tax breaks. https://t.co/3YQwkcMR57 *Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment adv ... https://t.co/27O6xAWVdx
2020-11-17 09:35:01
Lamp
@TrajanWealth We've been busy! Have you been able to keep up with all things Trajan Wealth? Click to see our latest videos and free guides - all in one place! https://t.co/QXHj40gAA0 https://t.co/a11c13FAVi
2020-11-13 03:02:07
Lamp
@TrajanWealth As you get older, the question of when to collect #SocialSecurity retirement benefits will likely come to mind, particularly true if you plan to #retire #early. https://t.co/j2YAXACZju *Advisory services offered through Trajan Wealth, LLC, an SEC-registered investment advisor. https://t.co/IF6nBMDcXi
2020-11-12 07:40:12
Lamp
@TrajanWealth With respect and gratitude, Happy #Veterans Day! #veteranownedbusiness https://t.co/JyVbKO1eYS
2020-11-11 04:02:14
Lamp
@TrajanWealth Today we celebrate the birthday of the United States Marine Corps. We pay tribute to all those who have served, including Jeff Junior, founder and CEO of Trajan Wealth. Thank you, Jeff, and all those who sacrificed for our country. Happy Birthday, #Marines https://t.co/hRjNobJpr5
2020-11-10 03:50:05
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Reactions
124
Views
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Updated
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