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Trevor John Dunn

Trevor J. Dunn

MINNEAPOLIS, MN 55437
Some features on this profile are disabled
CRD#: 6588637
Trevor John Dunn
Trevor John Dunn

Professional summary

Trevor John Dunn, CFP® was a registered financial advisor .

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Trevor had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Estate & Legacy Planning
Financial Planning
Investment Management
Business Services
Risk Management & Insurance
Tax Planning
Retirement Planning

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.
Outside Employment; TPWA Operations LLC; Financial Advisor - Provide client service and administrative support for the Ameriprise Financial Practice; Financial Advisor; 8300 Norman Center Drive, Suite 550, Bloomington, MN, 55437; Not Investment-Related; 02/04/2017; 60 hours per month; 60 during trading hours.

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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 17, 2026 - Present

Office #1: 8300 Norman Center Drive Suite 550, Minneapolis, MN 55437
MINNEAPOLIS, MN
Past

April 10, 2019 - September 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bloomington, MN
Past

April 25, 2016 - September 18, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Bloomington, MN

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
Minnesota
(9/17/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/29/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 4/25/2016
General Securities Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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