Patrick Trimp (CRD# 3243079) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry. Patrick Trimp 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.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nations Financial Group, Inc. | Idaho Falls, ID | Aug 2021 - Current | 2 |
Wells Fargo Advisors Financial Network LLC | Idaho Falls, ID | May 2009 - Aug 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1999 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- ID
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Total Assets Under Management3,399MILLIONS
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Total Number of Accounts9,857ACCOUNTS
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Average Account Value$344,798
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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