Trevor John Zellmer

Claim This Profile

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-24
WI	RA	APPROVED	2023-10-16

TX RA
APPROVED

Since 2024-01-24
WI RA
APPROVED

Since 2023-10-16

Branch Locations

1718 School Ln Ste B, Suamico, WI 54173-8271 • 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

Organization	City	State	From	To
Midwest Professional Planners, Ltd	Wausau	WI	05/2021	05/2022
Illinois State University	Normal	IL	08/2019	05/2021
Double Z Trucking	Mcnabb	IL	03/2015	05/2021
Student	Mcnabb	IL	01/2012	05/2019
Associated Investment Services, Inc.	Green Bay	WI	06/2022	09/2023
Edward Jones	Suamico	WI	10/2023	12/2025
Edward Jones	St. Louis	MO	12/2025	Present

05/2021 → 05/2022

Midwest Professional Planners, Ltd

Wausau, WI
08/2019 → 05/2021

Illinois State University

Normal, IL
03/2015 → 05/2021

Double Z Trucking

Mcnabb, IL
01/2012 → 05/2019

Student

Mcnabb, IL
06/2022 → 09/2023

Associated Investment Services, Inc.

Green Bay, WI
10/2023 → 12/2025

Edward Jones

Suamico, WI
12/2025 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2022-06-08 → 2023-10-04

Associated Investment Services, Inc.

De Pere, WI

Appleton, WI
2022-03-21 → 2022-05-27

Midwest Professional Planners, Ltd.

Wausau, WI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-10-17
S65	Uniform Investment Adviser Law Examination	2022-03-19

S63 Uniform Securities Agent State Law Examination

2022-10-17
S65 Uniform Investment Adviser Law Examination

2022-03-19

View on SEC IAPD

Other Firms

ASSOCIATED INVESTMENT SERVICES, INC.

ADVISORS MANAGEMENT GROUP INC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

KERBERROSE WEALTH MANAGEMENT, LLC

PFS INVESTMENTS INC.

CETERA INVESTMENT ADVISERS LLC

CHAMBERS FINANCIAL GROUP, LLC.

Other Investors

JAMES JOHN CZUBEK

Jonathan David Schweiger

Ross David Farley

NICHOLAS JOHN LETTER

REBECCA LYN AGAMAITE

CHRIS LEIGH THELEN

Other Offices

ASSOCIATED INVESTMENT SERVICES, INC. · SUAMICO, WI

EDWARD JONES · Suamico, WI

ADVISORS MANAGEMENT GROUP INC · GREEN BAY, WI

STATE FARM INVESTMENT MANAGEMENT CORP. · Green Bay, WI

LPL FINANCIAL LLC · GREEN BAY, WI

LPL FINANCIAL LLC · GREEN BAY, WI

KERBERROSE WEALTH MANAGEMENT, LLC · Green Bay, WI

PFS INVESTMENTS INC. · GREEN BAY, WI

More in Suamico, WI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor