Trent Von AhsenCRD Number: 5362122
Current Firm: Commonwealth Financial Network
Trent Von Ahsen (CRD# 5362122) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 7 years of experience in the finance industry. Trent Von Ahsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Commonwealth Financial Network||San Diego, CA||Feb 2014 - Current||2|
|Univ. Of Iowa Credit Union||Iowa City, IA||Dec 2010 - Current||6|
|Lpl Financial||Charlotte, NC||Dec 2010 - Feb 2014||3|
|Thrivent Investment Management Ic||Williamsburg, IA||Jun 2009 - Dec 2010||1|
|Thrivent Financial For Lutherans||Williamsburg, IA||May 2007 - Dec 2010||3|
|The University Of Iowa||Iowa City, IA||Aug 2004 - May 2009||4|
|Holden's Foundation Seeds LLC||Williamsburg, IA||May 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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