Trevor Adam Holen
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2021 to now
- Dennis DuckworthAug 2017 to now
- Jason RolfAug 2017 to now
- Nathan RinkAug 2017 to now
- Nolan RatheAug 2017 to now
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2017 to now
- Waddell & Reed IncDec 2016 to now
- StudentJan 2014 to now
- Rolf & Rink IncJul 2017 to Sep 2020
- Nebraska Wesleyan UniversityJun 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6670801
- Firm CRD
- 6413