Trent Diekvoss (CRD# 6590255) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Portfolios LP | Wheaton, IL | Apr 2019 - Current | 5 |
| First Trust Advisors LP | Wheaton, IL | Apr 2019 - Current | 5 |
| Invesco | Downers Grove, IL | Sep 2018 - Apr 2019 | < 1 |
| Edward Jones | St. Louis, MO | Jun 2017 - Sep 2018 | 1 |
| Calderone Club | Milwaukee, WI | Feb 2017 - May 2017 | < 1 |
| Edward Jones | St Louis, MO | Oct 2016 - Feb 2017 | < 1 |
| Calderone Club | Milwaukee, WI | Jul 2016 - Oct 2016 | < 1 |
| Principal Financial Group | Milwaukee, WI | Jun 2016 - Jul 2016 | < 1 |
| Uw-whitewater | Whitewater, WI | Sep 2011 - Jun 2016 | 4 |
| Northwestern Mutual | Watertown, WI | Dec 2015 - Mar 2016 | < 1 |
| Espn Milwaukee | Milwaukee, WI | May 2015 - Sep 2015 | < 1 |
| Renewaire LLC | Madison, WI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- IL
-
Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
-
Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.