Trevor Holen (CRD# 6670801) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry. Trevor Holen 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenwood Village, CO | Jul 2021 - Current | 3 |
| Dennis Duckworth | Lincoln, NE | Aug 2017 - Current | 6 |
| Nathan Rink | Lincoln, NE | Aug 2017 - Current | 6 |
| Nolan Rathe | Lincoln, NE | Aug 2017 - Current | 6 |
| Jason Rolf | Lincoln, NE | Aug 2017 - Current | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Aurora, CO | Feb 2017 - Current | 7 |
| Waddell & Reed Inc. | Greenwood Village, CO | Dec 2016 - Current | 7 |
| Student | Lincoln, NE | Jan 2014 - Current | 10 |
| Rolf & Rink Inc. | Lincoln, NE | Jul 2017 - Sep 2020 | 3 |
| Nebraska Wesleyan University | Lincoln, NE | Jun 2013 - Dec 2016 | 3 |
| Syngenta Seeds | Phillips, NE | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CO
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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