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Trevor D. Ausen

AUTHENTIC LIFE FINANCIAL PLANNING
MINNEAPOLIS, MN
Some features on this profile are disabled
CRD#: 6604929
TA

Professional summary

Trevor Daniel Ausen, CFP® is a registered financial advisor currently at AUTHENTIC LIFE FINANCIAL PLANNING located in Minneapolis, Minnesota.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Trevor has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Trevor Ausen is Owner/Founder of Planning For Hire LLC. This activity accounts for approximately 40% of their time, all of which occur during trading hours. The address for Planning For Hire LLC is 5813 Vincent Ave S, Minneapolis, MN 55410. Trevor Ausen's duties include outsourced para-planning services for other financial planners, including data gathering, initial financial plan creation, ongoing financial plan updates, retirement projections, tax return reviews and projections, insurance reviews, estate document review, and deliverable creation and updates. This activity started September 18, 2023 and is not investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Daniel Ausen's 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

January 16, 2025 - Present

AUTHENTIC LIFE FINANCIAL PLANNING

RIA
CRD#: 333946
MINNEAPOLIS, MN
Past

July 17, 2017 - September 24, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Golden Valley, MN
Past

May 1, 2017 - September 24, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Golden Valley, 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
(1/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2017
General Securities Representative Examination

Current Firm

AL
AUTHENTIC LIFE FINANCIAL PLANNING
AUTHENTIC LIFE FINANCIAL PLANNING | AUTHENTIC LIFE FINANCIAL PLANNING LLC

CRD#: 333946 / SEC#:

Minnesota
Registered Investment Advisory firm - (1/16/2025 Approved)
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Contact information

Main Address
Minneapolis, MN
Mailing Address
Po Box 24271, Edina, MN 55424
Phone number
(612) 208-7499
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

AUTHENTIC LIFE FINANCIAL PLANNING

CRD#: 333946Minneapolis, MN

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