Trevor Dunn, financial advisor Bloomington MN

Trevor Dunn

CRD Number: 6588637
Current Firm: Ameriprise Financial Services, LLC

Trevor Dunn (CRD# 6588637) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bloomington, MN and has over 4 years of experience in the finance industry. Trevor Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Eden Prairie, MN Nov 2015 - Current 6
Wells Fargo & Company Minneapolis, MN May 2012 - Nov 2015 3
University Of St. Thomas St. Paul, MN Sep 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
Contact Info for Trevor J. Dunn
Phone Number: 612-671-3131
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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