Trevor VanheelCRD Number: 6209446
Current Firm: Ameriprise Financial Services, Inc.
Trevor Vanheel (CRD# 6209446) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Edina, MN and has over 2 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ameriprise Financial Services,inc..||Edina, MN||Nov 2013 - Current||3|
|Mulcare, Mattson, And Associates||Edina, MN||Jun 2013 - Nov 2013||< 1|
|St. Cloud State University||St. Cloud, MN||Apr 2013 - May 2013||< 1|
|Gerczak And Associates||Arden Hills, MN||Feb 2013 - Apr 2013||< 1|
|St. Cloud State University||St. Cloud, MN||Sep 2012 - Feb 2013||< 1|
|Shannon And Associates||Burnsville, MN||Jun 2012 - Sep 2012||< 1|
|St. Cloud State Universirty||St. Cloud, MN||Sep 2011 - May 2012||< 1|
|Aggressive Masonry||Holdingford, MN||Jun 2006 - Aug 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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