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Trenden Peacock

Advisor at Daus Financial Group, LLC

Updated today
Daus Financial Group, LLC logo

Firm

Daus Financial Group, LLC

Location

Kalamazoo, MI 49009

Credentials

CFP®, ChFC®, Series 63, Series 66

Industry experience

5 years

About

Trenden Peacock is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Daus Financial Group, LLC. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. He is also an associate of Daus Insurance Group, where he provides insurance sales services. Daus Financial Group offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as company-sponsored retirement plan consulting. The firm emphasizes non-discretionary management with access to private investments for accredited investors and utilizes third-party manager platforms to support client portfolios.

Client services

Based on Daus Financial Group, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Daus Financial Group, LLC

Private / alternative investments

Fee options

Fixed

Fixed financial planning fees range from $1,500 to $50,000, depending on scope and complexity.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.15% $4,000,001 - $9,000,000: 1.00% $9,000,001 - $14,000,000: 0.85% $14,000,001+: 0.65%

Project-based

Hourly financial planning fees range from $250 to $1,000 per hour, depending on negotiation and complexity.

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranging between $2,500 and $7,500, based on the program invested in and disclosed in the client agreement. Fee-only: Financial planning fees charged as fixed fees ranging from $1,500 to $50,000 or hourly fees ranging from $250 to $1,000 per hour, depending on negotiation and complexity.

Location

487 South Drake Road, Suite A

Kalamazoo, MI 49009

Most active in

Michigan

Work history

Daus Financial Group, LLC

2023 - Present (3 years)

Eagle Strategies (NY Life)

2022 - 2023 (1 year)

Nylife Securities LLc

2022 - 2023 (1 year)

Eagle Strategies (NY Life)

2021 - 2023 (2 years)

New York Life Insurance co

2019 - 2023 (4 years)

GVSU IT Department

2017 - 2020 (3 years)

Woodlawn Golf Course

2017 - 2017 (1 year)

The Pines Golf Course

2017 - 2018 (1 year)

GRAND VALLEY STATE UNIVERSITY

2016 - 2020 (4 years)

Sand Creek High School

2006 - 2016 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Terry R

CFA®, Series 63

Mattawan, MI

Sequence Analytix, LLC

Retirement income strategy Passive / index investing Active portfolio management Approaching retirement
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Robert B

Series 65

Portage, MI

RJB Investment Advisory Services, LLC

Passive / index investing
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Bradley H

Series 66

Kalamazoo, MI

Hallgren Financial LLC

Active portfolio management

Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Jeffrey C

CFP®, Series 65

Portage, MI

Cole Investment Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Mark W

CFP®

Kalamazoo, MI

Black Diamond Investment Group,Inc.

Active portfolio management Income planning
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