BT
CFP
BT
CFP

Brent Trentham

36 Years of Experience
Alcoa, TN
2 DisclosuresBrokerSells Insurance

Brent Trentham is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Alcoa, TN, with 36 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

371 Fountain View Circle, Alcoa, TN, 37701

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Denied
Customer Dispute
September 1999
Settled
Other Business ActivitiesSells Insurance

Brent owns commercial real estate and is an independent insurance broker for multiple companies, selling disability income. He also manages Practice Solutions, Inc. and co-owns Practice Solutions Consolidated Group, LLC, and is a board member of Trentham, dedicating a few hours per week to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2004 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLC
August 1990 - Present · 36 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1990 - Present · 36 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1990 - July 2006 · 15 yrs 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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