Trevor Lastoka
Trevor Lastoka is a PFS-designated registered investment advisor at Provident Financial Group LLC, based in Bloomington, MN, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Location
Bloomington, MN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trevor is a life insurance representative since 2001, spending about three-quarters of his time on insurance sales. He also works as a CPA/tax practitioner, sells college funding solutions, and is a co-author promoting a book for which he waives compensation.
Employment History
Current Registrations
Provident Financial Group LLC
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Next Financial Group, INC.Broker
The O.N. Equity Sales CompanyBroker
New England SecuritiesBroker
Fsc Securities CorporationBroker
State Registrations1 state
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.