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Alexis Trotter

Investment adviser representative at Ausdal Financial Partners, Inc.
10 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Ausdal Financial Partners, Inc.Sep 2026 to now
  2. Clarity Group MidwestSep 2026 to now
  3. Air Force National GuardDec 2025 to now
  4. Princeville State BankApr 2026 to Sep 2026
  5. Midwestern Securities Trading Company LLCOct 2024 to Sep 2026
  6. Scott State BankOct 2024 to Sep 2026
  7. University of MissouriAug 2024 to Dec 2025
  8. Senior Benefit ServicesFeb 2024 to Oct 2024
  9. Ccua Veterans FarmJun 2023 to Dec 2023
  10. Missouri University Veterans CenterJan 2023 to May 2023
  11. United States ArmyOct 2021 to Dec 2022
  12. University of MissouriJan 2021 to Dec 2023
  13. The Pear TreeJan 2021 to Jun 2021
  14. US Army TrainingMay 2020 to Oct 2020
  15. The Pear TreeJan 2019 to Apr 2020
  16. Taco BellAug 2018 to Nov 2018
  17. Macon R-1 High SchoolAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (IL).

Ausdal Financial Partners, Inc.

$3.7BAssets managed
16,572Clients
184Advisers
18 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
8000175
Firm CRD
7995
Advisor's SEC record (opens in a new tab)
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