Trevor John Zellmer

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of 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

• 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

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