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Jared Michael Trexler

Advisor at Trexler Financial Advisors LLC — Pana, IL

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Pana, IL 62557

Trexler Financial Advisors LLC

Independent

Total advisors

1

Clients per advisor

37 High

Avg AUM per client

$678,999 Typical

HNW client ratio

30% High

About

Jared Trexler is a financial advisor with Trexler Financial Advisors LLC in Pana, Illinois, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC before founding his current firm in 2018. In addition to his advisory role, he is a CPA and vice president at Trexler & Company, P.C., where he performs general accounting and tax return duties. Trexler Financial Advisors is an independent, state-registered investment adviser offering discretionary investment management and financial planning. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax preparation services through its affiliated CPA firm as part of its wealth management offering.

Client services

Based on Trexler Financial Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Trexler Financial Advisors LLC

Cash flow / budgeting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Annual fixed fee for Wealth Management & Pension Consulting Services typically ranging from $6,000 to $10,000, billed quarterly in advance, with discounts based on assets under management up to $6,000.

Percentage

$0 - $1,000,000: 1.25% $1,000,001+: 0.50%

Other

Minimum fee: Minimum annual fee for Standalone Investment Management Services is $1,500, subject to reduction or waiver at Adviser’s sole discretion.

Location

Pana, IL

3 East 3rd Street

Pana IL 62557

Advisors at this office

1

Most active in

Illinois

Work history

16 years of industry experience

Trexler Financial Advisors LLC

2018 - Present • 8 years

Pana, IL

Cetera

2010 - 2018 • 8 years

Schaumburg, IL

Cetera Financial Specialists LLC

2009 - 2018 • 9 years

Schaumburg, IL

Trexler & Company, P.C.

2009 - Present • 17 years

Pana, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chad S

CFP®, Series 66

Pana, IL

Commonwealth Financial Network

Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kristen H

Series 66

Pana, IL

Commonwealth Financial Network

Kristen Hartman is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2018. Prior to that, she spent 19 years at Dieterich Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley A

CFP®, Series 66

Nokomis, IL

OSAIC

Bradley Arndt is a financial advisor with OSAIC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. His prior roles include work with Securities America Advisors and First National Bank of Nokomis. Arndt volunteers at a pregnancy center and as an archery instructor. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Jessica F

CFP®, Series 66

Pana, IL

Edward Jones

Jessica Fritcher is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked at Wells Fargo Advisors and has experience outside finance in pharmacy and restaurant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive

Travis M

ChFC®, Series 66

Taylorville, IL

Edward Jones

Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Jaclyn D

Series 66

Taylorville, IL

Equitable Advisors

Jaclyn Deem is a Series 66-licensed financial advisor with Equitable Advisors, based in Taylorville, IL. She has 17 years of industry experience and has been with Equitable Advisors and its predecessor, Axa Advisors, for over 15 years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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