Trevor Dietrich, financial advisor Broomfield CO
90 score

Trevor Dietrich

CRD Number: 6002685
Current Firm: Edward Jones

Trevor Dietrich (CRD# 6002685) is an Investment Advisor Representative working at Edward Jones in Broomfield, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2011 - Current 5
Platte Valley Bank Scottsbluff, NE May 2011 - Nov 2011 < 1
Chadron State College Chadron, NE May 2010 - May 2011 1
Chadron State College Chadron, NE Aug 2009 - May 2011 1
Platte Valley Bank Scottsbluff, NE Aug 2007 - Jan 2011 3
Platte Valley Investment Center Scottsbluff, NE May 2010 - Aug 2010 < 1
Chadron State College Chadron, NE Aug 2009 - May 2010 < 1
Western Nebraska Community College Scottsbluff, NE Aug 2008 - May 2009 < 1
Western Nebraska Community College Scottsbluff, NE Aug 2008 - May 2009 < 1
Western Nebraska Community College Scottsbluff, NE Aug 2007 - May 2009 1
Homeshool Mitchell, NE Aug 2001 - May 2007 5
Great Escape Family Fun Center Scottsbluff, NE May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Trevor J. Dietrich
Phone Number: 314-515-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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