Trevor HopkinsCRD 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.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|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|
Total Assets Under Management631MILLIONS
Total Number of Accounts1,857ACCOUNTS
Average Account Value$339,977
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI
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