Unclaimed Profile

Trevor Nolen Tripp

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.·HIGHLANDS RANCH, Colorado

SIE, Series 7, Series 66Clean record16 years registeredKOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

1805 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO 80129CRD# 5700505Firm CRD# 298353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trevor Nolen Tripp · HIGHLANDS RANCH, CO

Registration

CRD #5700505 · KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. · 16 years registered

Brand Profile

Not yet started

Career History

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

Sep 2018 – present

CETERA ADVISORS LLC

Apr 2010 – Oct 2018

HIGHLANDS RANCH, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

CRD 298353 · SEC 801-113934

AUM

$628M

Regulatory assets under management

Employees

2,087 client accounts

Services offered by KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Trevor Nolen Tripp offer?

Trevor Nolen Tripp specializes in Financial Planning, Investment Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are Trevor Nolen Tripp's credentials?

Trevor Nolen Tripp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trevor Nolen Tripp located?

Trevor Nolen Tripp is based in HIGHLANDS RANCH, Colorado, working with KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does Trevor Nolen Tripp charge for services?

Trevor Nolen Tripp's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.?

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. has approximately 10 employees and manages $628M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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