BT
CFP
BT
CFP

Brent Trentham

35 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 35 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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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 2 mos
Ameriprise Financial Services, LLC
August 1990 - Present · 35 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1990 - Present · 35 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1990 - July 2006 · 15 yrs 11 mos
State Registrations51 states
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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.
Brent Trentham - Financial Advisor | TrueAdvisor