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.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2652775
Wells Fargo Clearing Services, LLC
CRD# 1506077
Abens Financial Services Inc.
| 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 |
- MN
-
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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