Jeffrey W. Trudeau

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CRD#: 2079385

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey William Trudeau was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1990. Jeffrey had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 14, 2006 - September 24, 2015

PALOUSE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 104573

SPOKANE, WA

Past

June 12, 2000 - March 21, 2006

PIPER SANDLER & CO.

CRD#: 665

SPOKANE, WA

Past

September 3, 1997 - April 15, 2003

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

January 22, 1993 - September 3, 1997

U.S. BANCORP SECURITIES

CRD#: 17439

PORTLAND, OR

Past

August 6, 1990 - September 16, 1992

SELKIRK INVESTMENTS, INC.

CRD#: 13854

SPOKANE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PALOUSE CAPITAL MANAGEMENT, INC.

KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA

Registered Investment Advisory firm - (6/30/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/1990

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PALOUSE CAPITAL MANAGEMENT, INC.

KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA

Registered Investment Advisory firm - (6/30/1994 Approved)

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Contact information

Main Address

1212 N Washington Street Suite 300, Spokane, WA 99201

Mailing Address

Phone number

(509) 624-5591

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)

PCM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	892
AUM (Assets Under Management)	$ 326,533,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey W. Trudeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PIPER SANDLER & CO.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP SECURITIES

SELKIRK INVESTMENTS, INC.

Primary Firm SEC Registration

PALOUSE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/2006

Series 63

Date: 7/27/1990

Series 7

Date: 12/19/1990

Series 6

Date: 7/27/1990

Current Firm

PALOUSE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALOUSE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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