Trevor Wallner, CFP®


Education & Designations:

Bachelor of business from University of Illinois Springfield


Series 66

Trevor is solely and investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.

Trevor provides financial planning and investment management services to clients nationwide with an emphasis on providing wealth management solutions to physicians and high-net-worth individuals. Trevor partners with affluent clients in helping them to address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

Trevor brings with him over 20 years of accounting and wealth management experience. Trevor has been involved in the local community for a number of years and currently serves on the HSHS St. John’s Foundation Leadership Council.

Trevor is married to his lovely wife Amy and are the parents of three beautiful children, Logan, Lucy, Elle, and one special Pomsky, Stella