Trenton KerrCRD Number: 5919768
Current Firm: Focus Financial
Trenton Kerr (CRD# 5919768) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 6 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Royal Alliance||Minneapolis, MN||Nov 2014 - Current||3|
|Focus Financial||Minneapolis, MN||Nov 2014 - Current||3|
|Unemployed||Draper, UT||Jul 2014 - Nov 2014||< 1|
|Edward Jones||St Louis, MO||Nov 2013 - Jul 2014||< 1|
|O'currance Teleservices||Draper, UT||Apr 2012 - Nov 2013||1|
|Kerr Consulting||Draper, UT||Jan 2012 - Nov 2013||1|
|Managed Wealth Financial||South Jordan, UT||Mar 2011 - Apr 2012||1|
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Jan 2012 - Jan 2012||< 1|
|World Group Securities, Inc.||So. Jordan, UT||Apr 2011 - Jan 2012||< 1|
|World Financial Group, Inc.||So. Jordan, UT||Apr 2011 - Jan 2012||< 1|
|Unemployed||Draper, UT||Jan 2011 - Apr 2011||< 1|
|Starise America||Sandy, UT||Dec 2009 - Dec 2010||1|
|4life Research||Sandy, UT||Jul 2007 - Dec 2009||2|
|Aloha Tutoring||Honolulu, HI||Jan 2003 - Jul 2007||4|
|University Of Hawaii||Honolulu, HI||Sep 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management1,840MILLIONS
Total Number of Accounts14,950ACCOUNTS
Average Account Value$123,077
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.