Trent Rodney Fifield

Employer firm

Northcoast Asset Management LLC CRD 282241

$4.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 02/2023
  Charles Schwab & Co., Inc.
  Naperville, IL
• 03/2010 → 02/2023
  Charles Schwab Bank
  Naperville, IL
• 03/2023 → 06/2024
  Connectus Wealth
  Greenwich, CT
• 06/2024 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL

Previous Registrations

• 2024-06-03 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2023-03-21 → 2024-07-25
  Connectus Wealth
  Greenwich, CT
• 2010-04-09 → 2023-03-14
  Charles Schwab & Co., Inc.
  Naperville, IL
  Geneva, IL
  Naperville, IL
  Cranberry Township, PA
• 2008-11-26 → 2010-03-22
  Strategic Advisers Llc
  American Fork, UT
  Salt Lake City, UT
• 2002-05-16 → 2002-12-31
  Cetera Wealth Services, Llc
  Kaysville, UT

Exams

• S66 Uniform Combined State Law Examination
  2008-12-22
• S63 Uniform Securities Agent State Law Examination
  2008-06-19
• S65 Uniform Investment Adviser Law Examination
  1999-01-15

Designations

• Certified Financial Planner

Other Names

• Trent Fifield