Trevor Neufeld (CRD# 7242224) is an Investment Advisor Representative working at Harbour Investments, Inc. in Marshfield, WI and has over 4 years of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1017881
Buena Vista Investment Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | May 2022 - Current | 1 |
| Neufeld Capital Management | Marshfield, WI | May 2022 - Current | 1 |
| Gradient Investments, LLC | Arden Hills, MN | Feb 2022 - May 2022 | < 1 |
| Gradient Securities, LLC | Arden Hills, MN | Nov 2020 - May 2022 | 1 |
| Paladin Wealth, LLC | Arden Hills, MN | Jul 2020 - May 2022 | 1 |
| Paladin Capital, LLC | Arden Hills, MN | Jul 2020 - May 2022 | 1 |
| Paladin Insurance, LLC | Arden Hills, MN | Jul 2020 - May 2022 | 1 |
| Gradient Advisors, LLC | Arden Hills, MN | Mar 2020 - Jul 2020 | < 1 |
| Case Central | Arden Hills, MN | Oct 2019 - Jul 2020 | < 1 |
| Arc Homes | Roseville, MN | Oct 2019 - Mar 2020 | < 1 |
| Clear Cut Window Cleaning | Vadnais Heights, MN | Jan 2019 - Sep 2019 | < 1 |
| Full-time Student | Marshfield, WI | Aug 2008 - May 2019 | 10 |
| University Of Northwestern St. Paul | Roseville, MN | Oct 2018 - Apr 2019 | < 1 |
| Neufeld Capital Management | Marshfield, WI | Jun 2018 - Sep 2018 | < 1 |
| Project Guys | Marshfield, WI | May 2015 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- GA
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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