Trevor Harris has been an investment adviser representative at Sonas Financial Group since June 2016, and is not listed among the firm’s executive officers or direct owners. Trevor Harris holds a Bachelor's Degree in Business Management/Entrepreneurship from Missouri State University.
Sonas Financial Group, Inc. is a Kansas City, MO firm with $150M under management, 105 clients and 2 advisers in one office, as of its March 2026 filing.
Trevor Harris joined Sonas Financial Group in May 2016. Before that he spent many years working in a trust department for multiple local banks. At Sonas he helps individuals with retirement planning, investment management, college funding analysis and risk management.
Trevor Harris’ longest registration is the current one, 10 years at Sonas Financial Group since 2016. Before joining Sonas Financial Group in 2016, Trevor Harris was registered through Bok Financial Advisors and Waddell & Reed, Inc.
- Sonas Financial Group, Inc.Current– present · 10 yearsKansas City, MO · Adviser representative · Firm CRD 122547
- Bok Financial Advisors– · 3 yearsKansas City, MO · Adviser representative · Firm CRD 17530
- Waddell & Reed, Inc.– · 2 yearsIndependence, MO · Adviser representative · Firm CRD 866
Professional designations
Listed by Sonas Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Trevor Harris is registered as an investment adviser representative in 2 states. Each was approved in June 2016.
- KansasSince 28 June 2016
- MissouriSince 28 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 June 2005 |
| Series 7 | General Securities Representative Examination | 11 May 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Trevor Keane Harris
- CRD
- 4938954
- Firm
- Sonas Financial Group · CRD 122547
- Office
- 9229 WARD PARKWAY, SUITE 300, Kansas City, MO 64114
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sonasfinancial.com
Where does Trevor Harris work?
Trevor Harris is an investment adviser representative registered through Sonas Financial Group, Inc. since June 2016, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Harris a financial advisor?
Yes. Trevor Harris has a current investment-adviser registration in Kansas and Missouri, through Sonas Financial Group since June 2016.
How many years of experience does Trevor Harris have?
Trevor Harris has 17 years in the financial industry, since July 2009, across 3 adviser firms.
What exams has Trevor Harris passed?
Trevor Harris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2005.
Where did Trevor Harris work before Sonas Financial Group?
Before Sonas Financial Group, Trevor Harris was registered through Bok Financial Advisors, June 2012 to June 2016; Waddell & Reed, Inc., June 2005 to May 2008.
Where is Trevor Harris based?
Trevor Harris’ registered office is in Kansas City, MO.
Is Trevor Harris registered with FINRA?
No. Trevor Harris has no current broker registration.
Is Trevor Harris a CFP?
Sonas Financial Group lists Trevor Harris with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trevor Harris’ record?
Search CRD 4938954 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Harris’ full registration record.
