V Peter Traphagen
Investment adviser representative at Traphagen Financial Group
56 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
56 years in the industry.
- Traphagen Financial GroupMar 2003 to now
- Traphjagen Investment Advisors, LLCSep 1997 to now
- Traphagen & Traphagen CpasJan 1970 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Traphagen Financial Group
Legal name: Traphagen Investment Advisors LLC
$2.3BAssets managed
2,038Clients
16Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925616
- Firm CRD
- 107764