Career
Trevor Terrell has been Vice President of Innovator Capital Management since April 2026. Trevor Terrell is not listed as a control person, but directly owns under 5% of the firm. Trevor Terrell holds a Trevor holds a bachelor’s degree from Taylor University.
Innovator Capital Management, LLC is a Wheaton, IL firm with $30.2B under management, 1 client and 6 advisers in one office, as of its June 2026 filing.
Innovator’s profile says Trevor Terrell joined the firm in 2017 and serves as senior vice president and head of distribution. It describes earlier work at Elkhorn Investments and Invesco PowerShares.
- Elkhorn Investments– · 3 yearsWheaton, IL · Adviser representative · Firm CRD 168198
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 21 January 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2010 |
| Series 7 | General Securities Representative Examination | 8 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Trevor Wayne Terrell
- CRD
- 5810969
- Firm bio
- innovatoretfs.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Trevor Terrell work?
Trevor Terrell has been Vice President of Innovator Capital Management, LLC since April 2026.
Does Trevor Terrell have a current investment-adviser registration?
Trevor Terrell has a current broker registration and no current investment-adviser registration.
What exams has Trevor Terrell passed?
Trevor Terrell has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in July 2010. FINRA credited Trevor Terrell with the SIE, which began in October 2018.
Where was Trevor Terrell previously registered as an investment adviser?
Trevor Terrell has past investment-adviser registrations through Innovator Capital Management, LLC, March 2018 to December 2021; Elkhorn Investments, January 2014 to August 2017, across 2 firms.
Leadership at Innovator Capital Management
- Marc NachmannChief Executive Officer
- Graham DayVice President
- Bryon LakePresident
- Kathleen MeyerVice President
- Elizabeth OverbayChief Financial Officer
- Cari ZalesiakChief Compliance Officer
- David PlutzerChief Legal Officer