Trevor Lastoka (CRD# 4315982) is an Investment Advisor Representative working at Provident Financial Group LLC in Bloomington, MN and has over 23 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Provident Financial Group LLC | Bloomington, MN | Jan 2019 - Current | 5 |
| Gopher State Tax Services | Bloomington, MN | Jan 2015 - Current | 9 |
| Trevor Lastoka Financial Services | St. Paul, MN | Jan 2001 - Current | 23 |
| Berthel Fisher & Company Financial Services, Inc. | St. Paul, MN | Dec 2007 - Dec 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- MN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Educational seminars/workshops
MN
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