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Bloomington, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | St. Paul | MN | 12/2007 | 12/2018 |
| Provident Financial Group Llc | Bloomington | MN | 01/2019 | Present |
| Trevor Lastoka Financial Services | St. Paul | MN | 01/2001 | Present |
| Gopher State Tax Services | Bloomington | MN | 01/2015 | Present |
1. TREVOR LASTOKA FINANCIAL SERVICES-Not investment-related-625 South Snelling Ave, St Paul, MN 55116- Insurance- Life Insurance Representative- January 2001- 120hrs/mo-100hrs/mo during trading hours- Insurance Sales Including Life, LTC & Disability. 2. GOPHER STATE TAX SERVICE- Not investment-related-9926 Nord Circle, Bloomington, MN 55437- CPA/Tax Practice-CPA- 1-8-2015- 25hrs/mo- 3hrs/mo during trading hours-DUTIES: CPA/Tax Practice 3. COLLEGE FUNDING SOLUTIONS, INC.- Not investment-related-625 SNELLING AVE S, ST PAUL, MN 55116- College Funding Sales- 2006- 10hrs/mo-10hrs/mo during trading hours- Sales of College Funding Solutions Program. 4. NAME: TREVOR A. LASTOKA- Investment-related-625 S SNELLING AVE, ST. PAUL, MN 55116-Co-author of a book, author- 04/26/2013-10hrs/mo- 10hrs/mo during trading hours-Promote book. HAS WAIVED HIS RIGHT TO ANY COMPENSATION OR BOOK ROYALTIES. 5. Trevor's Public Country Club Golf Membership-Not investment-related-Bloomington, MN-Club Referral-Member-10/2017- 0hrs/mo -0hrs/mo during trading hours-Country Club is referral based. When someone used my name as a referral to become a member, I receive a 10% referral fee on the membership dues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-20 |
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