Trevor SchmitzCRD Number: 6570902
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC
Trevor Schmitz (CRD# 6570902) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Cliftonlarsonallen Wealth Advisors, LLC||Minneapolis, MN||Sep 2021 - Current||< 1|
|Nuveen Investments||Minneapolis, MN||Mar 2020 - Sep 2021||1|
|Nuveen Investments||Minneapolis, MN||Sep 2015 - Mar 2020||4|
|Unemployed||New Prague, MN||Jul 2015 - Sep 2015||< 1|
|Wells Fargo||Duluth, MN||Feb 2015 - Jul 2015||< 1|
|University Of Minnesota-duluth||Duluth, MN||Aug 2014 - Feb 2015||< 1|
|Tcf National Bank||Minnetonka, MN||May 2014 - Aug 2014||< 1|
|University Of Minnesota-duluth||Duluth, MN||Nov 2011 - May 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management6,948MILLIONS
Total Number of Accounts17,139ACCOUNTS
Average Account Value$405,369
- 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
AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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