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Emily Trautwein

11 Years of Experience
Rosemount, MN
BrokerSells Insurance

Emily Trautwein is a registered investment advisor, based in Rosemount, MN, with 11 years of industry experience.

Location

14670 S Robert Trail, Rosemount, MN, 55068

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Emily is an advisory representative of a registered investment advisor, spending nearly full-time on this activity, including trading. She is also an independent insurance agent for various companies since 2014, dedicating a few hours per week to this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC.
September 2014 - May 2023 · 8 yrs 8 mos
Thrivent Investment Management INC.Broker
August 2014 - May 2023 · 8 yrs 9 mos
State Registrations6 states
FLMNMOSDTNWI
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.