Blaire Elizabeth Underwood simmons
Investment adviser representative at Trajan Wealth, L.L.C.
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.6BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trajan Wealth, L.L.C.May 2025 to now
- Matthew AaronSep 2023 to Apr 2025
- Northwestern Mutual Investment Services LLCSep 2023 to Apr 2025
- Matthew AaronAug 2022 to Aug 2023
- American ExpressMay 2022 to Jan 2023
- Northwestern Mutual Investment Services LLCJan 2018 to Apr 2022
- Timothy E RaddenMar 2017 to Apr 2022
- Ursuline Academy Freshmen Women's Basketball TeamOct 2016 to Mar 2017
- Northwestern Mutual Investment Services LLCDec 2014 to Mar 2017
- Northwestern Mutual Life Insurance CompanyDec 2014 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 6417282
- Firm CRD
- 158847