About Us

John Trepanier, CFP®

Registered Assistant & CERTIFIED FINANCIAL PLANNER professional™
Phone: 608.365.2115
Fax: 608.313.8484

Accomplishments

John Trepanier grew up in Franklin, Wisconsin and graduated from the University of Wisconsin Madison School of Human Ecology in 2016 with a Bachelor of Science Degree in Personal Finance.  John joined AXA Advisors in Milwaukee as an agent directly after college.  In September 2017 John was welcomed to LifeCircle team, he passed the Certified Financial Planner exam that November, moved to Beloit in December. In 2018 John completed his 6,000 hours of financial planning experience with clients and qualified to use the CFP designation. 

Why Finance?

John has always been interested in math, finance and working with numbers.  He pursued personal finance because he finds it incredibly rewarding to advise and help others plan for this area in their lives in order to help them reach for a better future for themselves and their families. 

Extracurricular 

John is a member of Rising Professionals Group of the Greater Beloit Chamber of Commerce. RP is a networking group of young professionals who aim to engage, empower and connect Rising Professionals in the Beloit Region through social, Professional development and community opportunities.  In the Spring of 2018, John was named Chair of the Membership Committee and was named to the organization’s Board of Directors.  He is passionate about promoting the RP group and the Beloit community to friends and colleagues.

On a Personal Note                                                                                         

In his down time, John enjoys golfing, hunting, fishing and traveling to Colorado and Minnesota, where he visits life-long friends. John’s travel bucket list includes Italy, where he traces his family roots, and the great hunting and fishing grounds of Alaska.  John also enjoys listening to podcasts related to all things outdoors and country music.  A favorite hobby is organizing the photos of deer and wildlife captured by trail cams at his family’s Northern Wisconsin property.  He is a fan of the TV series Game of Thrones and The 100.  A “little known fact” about John is that he is a scratch golfer.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

LifeCircle is not owned or operated by AXA Advisors, LLC or its affiliates.

Prudence A. Harker has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

LifeCircle is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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