This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRAJAN WEALTH, L.L.C.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 13, 2017

First registration

Jun 13, 2017

Dual registered

no

IAPD individual key

6781052

• Occurred

  Jul 23, 2026
  Advisor changed firm

  Eric Lance Guetterman left Lpl Financial Llc for Trajan Wealth, L.L.C. (registered 2026-07-27)

  Form ADVobserved 4 days ago
• Occurred

  Oct 3, 2025
  Advisor changed firm

  Eric Lance Guetterman left Fisher Investments for Lpl Financial Llc (registered 2025-12-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fb8da4cd-b82a-7fb7-37e7-bef90bcfa9f3

First observed

Jun 13, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.