Trent Rodney Fifield
Investment adviser representative at Northcoast Asset Management LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Northcoast Asset Management LLCJun 2024 to now
- Kovitz Investment Group Partners, LLCJun 2024 to now
- Connectus WealthMar 2023 to Jun 2024
- Charles Schwab & Co., Inc.Mar 2010 to Feb 2023
- Charles Schwab BankMar 2010 to Feb 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3114189
- Firm CRD
- 282241