Brian Trefilek

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-06-18

Branch Locations

7617 Mineral Point Road Suite 200, Madison, WI 53717 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Madison	WI	12/2024	Present
Taskworld Inc	Montclair	NJ	02/2024	08/2024
Ecl Media Llc	West Palm Beach	FL	01/2023	02/2024
Torch Dental	New York	NY	09/2022	01/2023
Rentable	Madison	WI	02/2021	09/2022
Bmo Harris Bank	Waukesha	WI	04/2020	02/2021
Full Time Student (Carroll University)	Milwaukee	WI	01/2017	04/2020
High School - Full Time Student (Hononegah High School)	Rockton	IL	01/2012	01/2017
Carroll University	Waukesha	WI	01/2023	01/2024
Unemployed	Rockton	IL	09/2024	12/2024

12/2024 → Present

Ameriprise Financial Services, Llc

Madison, WI
02/2024 → 08/2024

Taskworld Inc

Montclair, NJ
01/2023 → 02/2024

Ecl Media Llc

West Palm Beach, FL
09/2022 → 01/2023

Torch Dental

New York, NY
02/2021 → 09/2022

Rentable

Madison, WI
04/2020 → 02/2021

Bmo Harris Bank

Waukesha, WI
01/2017 → 04/2020

Full Time Student (Carroll University)

Milwaukee, WI
01/2012 → 01/2017

High School - Full Time Student (Hononegah High School)

Rockton, IL
01/2023 → 01/2024

Carroll University

Waukesha, WI
09/2024 → 12/2024

Unemployed

Rockton, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-16