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Trevor John Cornett

ASSETMARK
Glen Carbon, IL
·CRD# 7032887·8 years experience

Professional Summary

Trevor John Cornett, who also goes by Trevor Cornett, is a registered financial advisor currently at ASSETMARK, INC. located in Glen Carbon, Illinois and ASSETMARK BROKERAGE, LLC located in Concord, California. Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Trevor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Trevor Cornett

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

ASSETMARK, INC.·CRD# 109018
RIA
Glen Carbon, IL
June 21, 2022 - Present
ASSETMARK BROKERAGE, LLC·CRD# 169804
BD
1655 Grant Street 10th Floor, Concord, CA, 94520
June 15, 2022 - Present
SEVERIN INVESTMENTS LLC·CRD# 166567
RIA
Saint Louis, MO
January 13, 2022 - April 19, 2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
St Louis, MO
May 8, 2019 - December 23, 2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
St. Louis, MO
May 8, 2019 - December 23, 2021
EDWARD JONES·CRD# 250
RIA
Effingham, IL
January 8, 2019 - March 12, 2019
EDWARD JONES·CRD# 250
BD
Effingham, IL
December 13, 2018 - March 12, 2019

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Current Firm

AI
ASSETMARK, INC.

ARIS | SAVOS INVESTMENTS | GENWORTH FINANCIAL WEALTH MANAGEMENT, INC. | GENWORTH FINANCIAL ASSET MANAGEMENT, INC. | ASSETMARK, INC. | ASSETMARK INVESTMENT SERVICES, INC. | ASSETMARK INVESTMENT SERVICES INC | ASSETMARK INVESTMENT SERVICES

CRD#: 109018 / SEC#: 801-56323
RIA
Registered Investment Advisory firm - SEC (3/8/1999 Approved)

Contact Information

Main Address

1655 Grant Street 10th Floor, Concord, CA 94520-2445

Phone Number

(800) 664-5345

# of Employees

859

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASSETMARK, INC. PART 2A (9/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

456,453

AUM (Assets Under Management)

$91,760,148,020

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/29/2025Cover PageReport
12/19/2024Cover PageReport
08/23/2024Cover PageReport
12/06/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2022 - 160 HRS / MONTHLY, PRODUCT MANAGER, TRADING SOLUTIONS OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED

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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".
AI
ASSETMARK, INC.

ARIS | SAVOS INVESTMENTS | GENWORTH FINANCIAL WEALTH MANAGEMENT, INC. | GENWORTH FINANCIAL ASSET MANAGEMENT, INC. | ASSETMARK, INC. | ASSETMARK INVESTMENT SERVICES, INC. | ASSETMARK INVESTMENT SERVICES INC | ASSETMARK INVESTMENT SERVICES

CRD#: 109018 / SEC#: 801-56323
RIA
Registered Investment Advisory firm - SEC (3/8/1999 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(6/15/2022)
IAR
Illinois
(6/21/2022)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2018About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Trevor John Cornett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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