| Advisor Profile |
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| Name: |
Jeff Seuferling |
| Phone Number: |
(951) 208-7542 |
| Website: |
Visit Website
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| Disclaimer |
| Securities and Advisory Services offered through National Planning Corporation (NPC), Member NASD/SIPC and a registered Investment Advisor.
Trilogy Financial Services (TFS) and NPC are separate entities. |
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Business Description |
Jeff Seuferling has found the financial services industry to be a natural fit for his process driven tendencies and analytical attributes. Jeff entered into the financial services field in 1996, providing advice in the areas of investment, tax, real estate and estate planning. In September 1999, Jeff accepted a position with Trilogy Financial Services, looking to assist the company in growing and expanding its branches and services into new areas.
In 2004, Jeff opened the first expansion branch for Trilogy in Corona, California, serving the greater area of Riverside and San Bernardino counties, and continues to manage the branch as the Regional Vice President.
Jeff earned an accounting degree from the University of Central Missouri. He holds multiple licenses (series 6, 63, 51, 7, 66, 24 and insurance) and is a CERTIFIED FINANCIAL PLANNER™.
Jeff has been instrumental in implementing a written planning process at Trilogy. Jeff is responsible for training financial representatives throughout the company on planning, procedures and processes for Trilogy’s financial planning division.
Jeff is married to his wife, Julie. He has two sons, Alec and Bretton. Other interests include wrestling, running, baseball and coaching. |
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General Information |
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| Insurance License#: |
0C36428
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| Name of Broker/Dealer: |
National Planning Corporation
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| States Licensed in: |
CA, KS, MO, AZ
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| States Willing to do Business in: |
CA, KS, MO, AZ
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
10
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| Work Experience: |
Worked at comprehensive planning firms for 14 years.
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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| Accounting Degree from the University of Central Missouri. |
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Services |
| Investment Types: |
Bonds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
51, Series 65, Series 6, Series 7, Series 24, Series 63
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Variable Annuity, Health, Life
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Advisor's Number of Clients: |
40
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Flat Fee, Based on Assets, Commissions
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| Prepared By: |
Jeff Seuferling |
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