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Trevor Daniel Ausen

Authentic Life Financial Planning

Minneapolis, MN

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Current Employers
Authentic Life Financial Planning

Minneapolis, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-16
  • MN RA
    APPROVED
    Since 2025-01-16

Branch Locations

Minneapolis, MN • 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
Ameriprise Financial Services, Inc. Golden Valley MN 01/2016 09/2019
Mindful Asset Planning Apple Valley MN 09/2019 09/2023
Planning For Hire, Llc Minneapolis MN 09/2023 Present
Authentic Life Financial Planning Llc Minneapolis MN 07/2024 Present
  • 01/2016 → 09/2019
    Ameriprise Financial Services, Inc.
    Golden Valley, MN
  • 09/2019 → 09/2023
    Mindful Asset Planning
    Apple Valley, MN
  • 09/2023 → Present
    Planning For Hire, Llc
    Minneapolis, MN
  • 07/2024 → Present
    Authentic Life Financial Planning Llc
    Minneapolis, MN
Previous Registrations
Other Businesses

Trevor Ausen is Owner/Founder of Planning For Hire LLC. This activity accounts for approximately 40% of their time, all of which occur during trading hours. The address for Planning For Hire LLC is 5813 Vincent Ave S, Minneapolis, MN 55410. Trevor Ausen's duties include outsourced para-planning services for other financial planners, including data gathering, initial financial plan creation, ongoing financial plan updates, retirement projections, tax return reviews and projections, insurance reviews, estate document review, and deliverable creation and updates. This activity started September 18, 2023 and is not investment-related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-30
  • S66 Uniform Combined State Law Examination
    2017-05-30
Designations

View on SEC IAPD

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