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Our financial advice team


Tre Carruthers

Tre Carruthers

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Inclusive Wealth Management
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 47 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies

Interests

I enjoy venturing out into the community to provide perspective on achieving financial success. Additional aspects of my community service include, volunteering at church, mentoring men, both young and older. More importantly, I spend the majority of my time supporting my wife and two daughters. When I am not with my wife and daughters, you may find me on the golf course, 6 handicap. It may not show physically, but I am a huge foodie!

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2013, 2014, 2016
  • Premier Protection Award, RiverSource LifeInsurance Company , 2014
  • Premier Protection Award, RiverSource Life Insurance Company, 2018

Qualifications

  • Chartered Retirement Planning Counselor
  • University of Colorado at Colorado Springs

Education

  • College of Financial Planning, Charter Retirement Planning Counselor
  • University of Colorado at Colorado Springs

Professional associations

  • Grand Prairie Chamber of Commerce
Newsletter

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Community participation

  • Volunteer Concord Baptist Church
  • Volunteer Arlington Independent School District