Trevor John Cornett
Investment adviser representative at Assetmark, Inc.
8 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Assetmark, Inc.Jun 2022 to now
- Assetmark Brokerage, LLCMay 2022 to now
- Assetmark Financial Holdings IncMay 2022 to now
- Severin Investments LLCJan 2022 to Apr 2022
- Stifel Nicolaus & Co incApr 2019 to Dec 2021
- Edward JonesNov 2018 to Mar 2019
- Bulls & Boars BbqAug 2016 to Aug 2017
- MenardsNov 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7032887
- Firm CRD
- 109018