Trevor John Yochum
Investment adviser representative at Incompass Financial Partners, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$192MFirm assets
Are you Trevor John Yochum? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Incompass Financial Partners, LLCOct 2019 to now
- Triad Advisors, Inc.Jun 2014 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Incompass Financial Partners, LLC
$192MAssets managed
340Clients
4Advisers
4 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
- 6362279
- Firm CRD
- 318227