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Trace Wilson Thurlby

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
6,438 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$74.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

Overland Park, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Trace works full-time as a Portfolio Specialist at WCM Investment Management and is a Registered Representative of IMST Distributors, LLC. He also serves as a board member for The Global Orphan Project, dedicating minimal time each month to this non-profit orphan care ministry.

Employment History
Current Registrations
Wcm Investment Management
March 2024 - Present · 1 yr 11 mos
Imst Distributors, LLC
January 2024 - Present · 2 yrs 1 mo
Imst Distributors, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Praetorian Guard, a Division of Centurion Alliance, INC.
April 2001 - October 2008 · 7 yrs 6 mos
Templeton/franklin Investment Services,inc.Broker
December 1998 - March 2000 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.