Broker Check
Allison Tregoning

Allison Tregoning

Operations

Allison joined the Puzzle Wealth Solutions team shortly after it’s launch in 2021. She is responsible for maintaining our operational processes as well as the implementation of our trading models in client’s portfolios. Before joining us in our Schaumburg office, she worked with Cetera Financial Specialists as a support associate and with Wells Fargo Advisor as a financial advisor. Allison currently holds her Series 7 FINRA license through LPL Financial and her series 66 through LPL Financial and Gladstone Wealth Partners.

Having graduated from the University of Illinois at Urbana-Champaign with a B.S. in Actuarial Science, Allison has a natural aptitude for portfolio management and excels at auditing our internal processes to improve our team’s productivity.

In her spare time, Allison loves staying active outdoors with her fiancé, Steven. They’re both avid hikers, horticulturists, and volunteer with organizations that support animals.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.