Trevor Hopkins, financial advisor Bloomington MN

Trevor Hopkins

CRD Number: 7153280
Current Firm: Personal Wealth Partners LLC

Trevor Hopkins (CRD# 7153280) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Bloomington, MN Oct 2019 - Current 2
Personal Wealth Partners, LLC Bloomington, MN Jul 2019 - Current 2
Minnesota Army National Guard Moorhead, MN Jan 2014 - Feb 2020 6
Renewal By Andersen Roseville, MN Jul 2018 - Jun 2019 < 1
Gate City Bank Grand Forks, ND Mar 2017 - May 2018 1
Cabela's East Grand Forks, MN May 2016 - Feb 2017 < 1
Unemployed Grand Rapids, MN Feb 1996 - Dec 2013 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Trevor A. Hopkins
Phone Number: 952-955-9781
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    631
    MILLIONS
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $339,977
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)
Types of Clients
Registered States

AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI

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