Trever Dodd (CRD# 7453185) is an Investment Advisor Representative working at Eagle Strategies LLC in Dakota Dunes, SD and has 1 year of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Dakota Dunes, SD | Sep 2022 - Current | 1 |
| Nylife Securities LLC | Sioux Falls, SD | Jun 2022 - Current | 1 |
| Kruse Financial Group | Dakota Dunes, SD | Jun 2021 - Current | 2 |
| Morningside Univeristy | Sioux City, IA | Aug 2018 - Dec 2021 | 3 |
| State Farm | Sioux City, IA | Jan 2021 - Jun 2021 | < 1 |
| Boyd Jones Construction | Omaha, NE | Mar 2020 - Jan 2021 | < 1 |
| Hartley-melvin-sanborn School District | Hartley, IA | Aug 2011 - Aug 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- SD
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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