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Trent Rodney Fifield

Northcoast Asset Management LLC

St. Charles, IL

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Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-03
  • IL RA
    APPROVED
    Since 2024-06-03

Branch Locations

St. Charles, IL • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Naperville IL 03/2010 02/2023
Charles Schwab Bank Naperville IL 03/2010 02/2023
Connectus Wealth Greenwich CT 03/2023 06/2024
Kovitz Investment Group Partners, Llc Chicago IL 06/2024 Present
  • 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
CodeExamDate
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
  • 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
Other Names
  • Trent Fifield

View on SEC IAPD

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