Trevore Meyer has been Chief Operations Officer of Financial Design Studio since August 2019, is a control person of the firm and directly owns between 25% and 50% of it. Trevore Meyer holds a Virginia Tech.
Financial Design Studio, Inc. is a Deer Park, IL firm with $106M under management, 134 clients and 3 advisers in one office, as of its July 2026 filing.
Trevore Meyer is Financial Advisor and Chief Operating Officer of Financial Design Studio. He has over a decade of experience helping families with financial planning. Before joining Financial Design Studio in Deer Park, he owned his own firm, Presence Financial, which he launched in 2017 after six years with another financial planning firm in the Chicagoland area; in 2019 his business merged with the firm and he became a partner.
Trevore Meyer’s longest registration is the current one, 7 years at Financial Design Studio since 2019. Before joining Financial Design Studio in 2019, Trevore Meyer was registered through Presence Financial Inc.
- – present · 7 yearsDeer Park, IL · Adviser representative · Firm CRD 286686
- Presence Financial Inc.– · 2 yearsNorth Barrington, IL · Adviser representative · Firm CRD 286500
Professional designations
Listed by Financial Design Studio
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Trevore Meyer is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2019; the most recent is Kansas, in August 2021.
- IllinoisSince 9 August 2019
- KansasSince 27 August 2021
- TexasResidentSince 16 September 2019
Examinations
No examinations are on Trevore Meyer’s record.
- Full name
- Trevore James Meyer
- CRD
- 6747222
- Firm
- Financial Design Studio · CRD 286686
- Role
- Chief Operations Officer
- Office
- 21660 WEST FIELD PARKWAY, SUITE 118, Deer Park, IL 60010
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialdesignstudio.com
Where does Trevore Meyer work?
Trevore Meyer has been Chief Operations Officer of Financial Design Studio, Inc. since August 2019, and is a control person of the firm.
Is Trevore Meyer a financial advisor?
Yes. Trevore Meyer has a current investment-adviser registration in Illinois, Kansas and Texas, through Financial Design Studio since August 2019.
How many years of experience does Trevore Meyer have?
Trevore Meyer has 9 years in the financial industry, since February 2017, across 2 adviser firms.
Where is Trevore Meyer based?
Trevore Meyer’s registered office is in Deer Park, IL.
Is Trevore Meyer registered with FINRA?
No. Trevore Meyer has no current broker registration.
Is Trevore Meyer a CFP?
Financial Design Studio lists Trevore Meyer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trevore Meyer’s record?
Search CRD 6747222 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevore Meyer’s full registration record.
