Laird Trepp (CRD# 2736030) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Iron Mountain, MI and has over 28 years of experience in the finance industry.
CRD# 5507023
Thrivent Investment Management Inc.
CRD# 6849554
Lpl Financial LLC
CRD# 2064371
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Planning Associates | Iron Mountain, MI | Aug 2006 - Current | 17 |
| Voya Financial Advisors | Iron Mountain, MI | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners | Iron Mountain, MI | Feb 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- MI
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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, WY
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