Trevor Keane Harris
Investment adviser representative at Sonas Financial Group, Inc.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$149.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Sonas Financial Group, Inc.May 2016 to now
- Oak Grove Rental Inc.Mar 2000 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Sonas Financial Group, Inc.
$149.8MAssets managed
105Clients
2Advisers
2 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
- 4938954
- Firm CRD
- 122547