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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Fifield is a financial advisor with Kovitz Investment Group Partners, LLC. Trent has been working in the financial industry for over 20 years and has a wide range of experience. Trent holds the Series 7, 9, 10, 63, 65 and 66 licenses. Trent is also a Certified Financial Planner. Trent specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Trent's experience includes working with high-net-worth individuals, families, and businesses. Trent is committed to helping clients achieve their financial goals. Trent is an advisor at Kovitz Investment Group Partners, LLC, which has been providing investment advisory services to individuals, families, businesses, and institutions for over 30 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
06/03/2024 - Present
Kovitz Investment Group Partners, LLC (St. Charles IL)
IL
04/09/2010 - 03/14/2023
CHARLES SCHWAB & CO., INC. (Naperville IL)
UT
06/09/2008 - 03/19/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
07/05/2001 - 01/22/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
11/09/1998 - 07/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
RI
10/01/1998 - 10/15/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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