Small Business Planning
Lifestyle Financial Planning
Add On Services
Advisor personal and Business Qualifications
Trey Thompson, CLU, ChFC
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.
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
Life-Accident and Health in the following states: Florida, Minnesota and Wisconsin
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