Trent Tredinnick, financial advisor Madison WI
88 score

Trent Tredinnick

CRD Number: 6303273
Current Firm: Cuna Brokerage Services, Inc.

Trent Tredinnick (CRD# 6303273) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Feb 2014 - Current 2
Cuna Mutual Group Waverly, IA Feb 2011 - Current 5
Unemployed Madison, WI Jan 2011 - Jan 2011 < 1
Restaurant Operations University Of Wisconsin-milwaukee Milwaukee, WI Aug 2007 - Dec 2010 3
University Of Wisconsin-milwaukee Milwaukee, WI Aug 2006 - Dec 2010 4
Cover5, LLC Milwaukee, WI May 2010 - Sep 2010 < 1
Vitense Golfland Madison, WI May 2008 - Jan 2010 1
Metcalfe Sentry Food Store Madison, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Trent Tredinnick
Phone Number: 319-352-4090
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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