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Ryan Trebil
MAIRS & POWER
St. Paul, MN 55101-4914
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CRD#: 7820996
RT
Professional summary
Ryan Trebil is a registered financial advisor currently at MAIRS & POWER located in St. Paul, Minnesota.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 3 firms and has passed the Series 63, Series 7TO and SIE 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.
1)12/04/2023 - 360 Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mt 2) 04/25/2024 - 360 Financial - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 10/23/2023 - 160 hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through 360 Financial, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Trebil'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
January 8, 2025 - Present
MAIRS & POWER
Office #1: 30 E 7th Street Suite 2500, St. Paul, MN 55101-4914RIA
CRD#: 110351
St. Paul, MN
Past
January 25, 2024 - July 8, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WAYZATA, MN
Past
October 17, 2023 - July 2, 2024
360 FINANCIAL
RIA
CRD#: 168600
WAYZATA, 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".
M&
MAIRS & POWER
MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL
CRD#: 110351 / SEC#: 801-2731
RIA
Registered Investment Advisory firm - (11/15/1961 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.Highlighted states indicate IAR registrations
IAR
Minnesota(1/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/25/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
M&
MAIRS & POWER
MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL
CRD#: 110351 / SEC#: 801-2731
RIA
Registered Investment Advisory firm - (11/15/1961 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 E 7th Street Suite 2500, St. Paul, MN 55101-1363
Mailing Address
Phone number
(651) 222-8478
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,666 |
| AUM (Assets Under Management) | $ 11,977,257,704 |
Red Flags
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Company Information
MAIRS & POWER
CRD#: 110351St. Paul, MN 55101-4914TRUST BUT VERIFY
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