TP
Trent L. Pepper
ADVANCED ADVISOR GROUP
Cambridge, MN 55008
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CRD#: 7796160
TP
Professional summary
Trent Landon Pepper is a registered financial professional currently at ADVANCED ADVISOR GROUP, LLC located in Cambridge, Minnesota.
Trent is registered as a RR (Registered Representative) and started their career in finance in 2025. Trent has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Trent Landon Pepper'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®
NoneExperience
Current
September 11, 2025 - Present
ADVANCED ADVISOR GROUP, LLC
Office #1: 1995 East Rum River Drive S., Cambridge, MN 55008RIA
BD
CRD#: 140393
Cambridge, MN
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".
AA
ADVANCED ADVISOR GROUP, LLC
ADVANCED ADVISOR GROUP, LLC | EFS ADVISORS, LLC | EFS ADVISORS
CRD#: 140393 / SEC#: 801-118465, 8-67313
RIA
Registered Investment Advisory firm - SEC (4/17/2020 Approved)Iowa
Registered Investment Advisory firm - SEC (6/29/2021 Terminated)Minnesota
Registered Investment Advisory firm - SEC (8/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/29/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 9/11/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ADVANCED ADVISOR GROUP, LLC
ADVANCED ADVISOR GROUP, LLC | EFS ADVISORS, LLC | EFS ADVISORS
CRD#: 140393 / SEC#: 801-118465, 8-67313
RIA
Registered Investment Advisory firm - SEC (4/17/2020 Approved)Iowa
Registered Investment Advisory firm - SEC (6/29/2021 Terminated)Minnesota
Registered Investment Advisory firm - SEC (8/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/29/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
1995 East Rum River Drive S., Cambridge, MN 55008
Mailing Address
1995 East Rum River Drive S., Cambridge, MN 55008
Phone number
(763) 689-9023
Established
Minnesota since 09/29/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
9
SEC notice filing (3 States and Territories)
FINRA licenses (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 13,497,240 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVANCED ADVISOR GROUP, LLC
CRD#: 140393Cambridge, MN 55008TRUST BUT VERIFY
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