Trent Fox
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCMay 2026 to now
- LPL Financial LLCJun 2025 to Apr 2026
- Streamline CpasNov 2024 to Jun 2025
- The County of FresnoSep 2024 to Nov 2024
- State Center Community College DistrictMay 2024 to Dec 2024
- Alvarado Parkway InstituteMar 2024 to May 2024
- Sdsu MedlifeJan 2024 to May 2024
- San Diego State UniversityAug 2022 to May 2024
- Uplift San DiegoJan 2022 to Mar 2026
- Mechanics BankSep 2021 to Aug 2022
- InstacartMar 2020 to Jan 2021
- Cuesta CollegeAug 2019 to Jun 2022
- Sierra Sport & Racquet ClubJun 2019 to Aug 2019
- Clovis North High SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 8126768
- Firm CRD
- 6363