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Minneapolis, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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