V. Peter Traphagen
Investment adviser representative at Traphagen Financial Group
36 yearsExperience
2 statesRegistered in
PFSDesignation
$2.3BFirm assets
Are you V. Peter Traphagen? Claim your profile
Contact this firm
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
36 years in the industry.
- Traphagen Financial GroupMar 2003 to now
- Traphagen Investment Advisors, LLCSep 1997 to now
- Traphagen & Traphagen CpasDec 1990 to now
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 4378164
- Firm CRD
- 107764