Trent Tredinnick

ENRICH FINANCIAL PARTNERS LLC

MADISON, WI 53719

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CRD#: 6303273

Professional summary

Trent Tredinnick, CFP® is a registered financial advisor currently at ENRICH FINANCIAL PARTNERS LLC located in Madison, Wisconsin.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Trent has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Independent insurance agent for various independent insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Tredinnick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

August 15, 2024 - Present

ENRICH FINANCIAL PARTNERS LLC

Office #1: 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719

RIA

CRD#: 111234

MADISON, WI

Past

November 12, 2014 - March 30, 2023

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Madison, WI

Past

May 7, 2014 - July 26, 2024

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

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".

ENRICH FINANCIAL PARTNERS LLC

CRD#: 111234 / SEC#: 801-96219

RIA

Registered Investment Advisory firm - (5/5/2015 Approved)

Texas

Registered Investment Advisory firm - (5/8/2015 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/8/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(8/15/2024)

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 66

Date: 11/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2014

General Securities Representative Examination

Current Firm

ENRICH FINANCIAL PARTNERS LLC

CRD#: 111234 / SEC#: 801-96219

RIA

Registered Investment Advisory firm - (5/5/2015 Approved)

Texas

Registered Investment Advisory firm - (5/8/2015 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/8/2015 Terminated)

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Contact information

Main Address

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719

Mailing Address

Phone number

(608) 275-3442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENRICH FINANCIAL PARTNERS FORM ADV PART 2 BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 478,464,240

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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Trent Tredinnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Tredinnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENRICH FINANCIAL PARTNERS LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

ENRICH FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2014

Current Firm

ENRICH FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENRICH FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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