Trent Ahlers, financial advisor Peoria IL
93 score

Trent Ahlers

CRD Number: 4539231
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Trent Ahlers (CRD# 4539231) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Peoria, IL Jan 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria, IL Jan 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Peoria, IL Dec 2013 - Jan 2016 2
Edward Jones St Louis, MO Oct 2013 - Oct 2013 < 1
Morgan Stanley Smith Barney Peoria, IL Aug 2011 - Oct 2013 2
Country Insurance And Financial Services Bloomington, IL Jan 2007 - Aug 2011 4
Chase Investment Services Corp Peoria, IL Jun 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Trent A. Ahlers
Phone Number: 800-637-7455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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