Our Qualifications

Trey Thompson, CLU, ChFC

Personal

  • My passion is to help people to understand what they can do to leave their full time work behind. I am married with three kids. I attend North Haven Church. My hobbies are coaching, riding bikes, playing tennis and golfing.
  • I am a coach at heart and I enjoy working with people. I coach football, basketball, soccer and baseball. There is a difference between coaching someone and providing guidance or teaching. Coaching is telling someone what to do. Guiding is teaching good options so someone can make more informed decisions. I coach sports but I provide financial guidance to clients.

Qualifications

  • Sixteen years in the insurance and financial services industry. Achievements include:
    • Chartered Life Underwriters (CLU) designation from the American College in Bryn Mawr, Pennsylvania
    • Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania
    • Bachelor of science, Business and Administration from the University of Kansas.
  • Registrations in Securities offered through Voya Financial Advisors.
    • Series 6- Investment Company/Variable Products Limited Representative
    • Series 63- Uniform Securities agent State Law
    • Series 65- Uniform Investment Adviser Law Examination
    • Series 7- General Securities and Representatives exam (Stocks, Bonds, Options)
    • State Registrations include: Florida, Minnesota, Nevada and Wisconsin
  • Insurance Licenses
    • Life-Accident and Health in the following states: Florida, Minnesota and Wisconsin