Eric Trettel, financial advisor Kearney NE
90 score

Eric Trettel

CRD Number: 6046084
Current Firm: Edward Jones

Eric Trettel (CRD# 6046084) is an Investment Advisor Representative working at Edward Jones in Kearney, NE 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 Apr 2012 - Current 4
Xpanxion, LLC Kearney, NE Feb 2009 - Mar 2012 3
Marshall Engines Kearney, NE Oct 2001 - Jan 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Eric Trettel
Phone Number: 314-515-2000
Registered State(s):
  • NE
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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