Trenton Leffingwell
Investment adviser representative at Titleist Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
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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
- Pension consulting
Experience
13 years in the industry.
- Titleist Asset Management, LLCMay 2024 to now
- Titleist Capital, LLCMay 2024 to now
- Cetera Advisor Networks LLCAug 2023 to May 2024
- Cetera Investment Advisers LLCAug 2023 to May 2024
- Minnesota Life Insurance CoFeb 2022 to Aug 2023
- Img Financial GroupJun 2021 to May 2024
- Securian Financial Services IncJun 2021 to Aug 2023
- University of the Incarnate WordAug 2019 to Dec 2021
- Mclennan Community CollegeAug 2017 to May 2019
- Float InJun 2017 to Aug 2019
- New Braunfels High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 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
- 7391849
- Firm CRD
- 323567