Trenton Schrader

Current Employers

Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-03-01

MA RA
APPROVED

Since 2022-03-01

Branch Locations

Freeland, WA • United States

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	11/2013	12/2021
Cuna Brokerage Services, Inc.	Waverly	IA	11/2013	12/2021
Ascensus	Dresher	PA	12/2021	Present

11/2013 → 12/2021

Cuna Mutual Group

Waverly, IA
11/2013 → 12/2021

Cuna Brokerage Services, Inc.

Waverly, IA
12/2021 → Present

Ascensus

Dresher, PA

Previous Registrations

2013-12-10 → 2021-12-21

Cuna Brokerage Services, Inc.

Great Bend, KS

Mukilteo, WA

Union, KY

Freeland, WA

Fort Worth, TX
2011-01-11 → 2013-11-14

Assetmark, Inc.

Concord, CA
2010-03-25 → 2010-07-09

Key Investment Services Llc

Tacoma, WA
2008-01-01 → 2008-05-19

Wells Fargo Clearing Services, Llc

Merrillville, IN
2005-08-25 → 2008-01-01

A. G. Edwards & Sons, Inc.

Chesterton, IN

St. Louis, MO

Chesterton, IN

Other Businesses

Treasurer of the Orchard Park Homeowners Association. In charge of reserves that are used for community improvement projects. Start date: April 2019. Address: Freeland, WA. Devote 1 hour per month to the activity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-08-24
S63	Uniform Securities Agent State Law Examination	2003-01-24

S66 Uniform Combined State Law Examination

2005-08-24
S63 Uniform Securities Agent State Law Examination

2003-01-24

Other Names

Trenton Douglas Schrader

View on SEC IAPD