Trevor Prakash Mathew

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 03/2021 → 05/2021
  Unemployed
  Fargo, ND
• 08/2010 → 03/2021
  Choice Financial Group
  Fargo, ND
• 04/2021 → 11/2022
  Thrivent Investment Management Inc
  Fargo, ND
• 05/2021 → 09/2021
  Thrivent Financial
  Appleton, WI
• 09/2021 → 11/2022
  Thrivent Financial
  Appleton, WI
• 11/2022 → Present
  Alerus
  West Fargo, ND
• 12/2022 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2021-07-12 → 2022-11-09
  Thrivent Investment Management Inc.
  Fargo, ND

Other Businesses

1.)FARGO THEATRE POSITION: Board of Directors NATURE: Built in 1926 as a cinema and vaudeville theatre, the beautifully restored Fargo Theatre now serves as an art house theatre featuring independent and foreign film. The Theatre is also Fargo's hottest downtown venue for concerts and other live events. In spring of 2009, the Fargo Theatre opened a second auditorium to increase our offering of film and event programming. The Fargo Theatre is a non-profit organization and was placed on the National Register of Historical Places by the United States Department of the Interior. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2022 ADDRESS: 314 Broadway N #4715, Fargo ND 58102, United States DESCRIPTION: This is a governing board for the non-profit. There are 11 meetings a year. 2.) Alerus. Yes, investment related. started Nov 2022. Approx 136 hours per month. Financial Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-06