Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Schrader is a financial advisor with over 18 years of experience in the industry. Trenton is currently registered with Ascensus Investment Advisors, LLC in Massachusetts and Washington. Trenton has previously worked for CUNA Brokerage Services, Inc., Capital Brokerage Corporation, Key Investment Services LLC, Ameriprise Financial Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Quest Capital Strategies, Inc. Trenton holds Series 7, 63, and 66 securities licenses. Trenton Schrader specializes in providing investment advisory services for pooled investment vehicles and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
WA
03/01/2022 - Present
Ascensus Investment Advisors, LLC (Freeland WA)
IA
12/10/2013 - 12/21/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
VA
01/10/2011 - 11/14/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
OH
03/25/2010 - 07/09/2010
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
WA
09/30/2009 - 03/17/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
IN
01/01/2008 - 05/19/2008
WACHOVIA SECURITIES, LLC (CHESTERTON IN)
IN
12/04/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERTON IN)
CA
12/04/2002 - 01/09/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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