Trevor J Rasmussen

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2020 → 07/2021
  Techtronic Industries, Inc.
  Sherwood, OR
• 07/2021 → 10/2024
  Techtronic Industries, Inc.
  Anderson, SC
• 10/2024 → Present
  Unemployed
  Greer, SC
• 09/2015 → 03/2020
  Stanford University
  Stanford, CA
• 03/2020 → 07/2020
  Unemployed
  Prineville, OR
• 08/2025 → 01/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. TREVOR RASMUSSEN, 1117 Perdita Way, Greer SC 29650, United States, 10/01/2025, Coach, Consulting/Coaching, NIR, 5 HR/MO - 0 HR/MO TRADING 2. SMARTPRO FINANCIAL DBA, 104 Renaissance Circle, Mauldin SC 29662, United States, 11/07/2025, Investment Advisor Representative, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING 3. TREVOR RASMUSSEN, 1117 Perdita Way, Greer SC 29650, United States, 11/07/2025, Uber/Lyft driver, Travel/Transportation Services, NIR, 10 HR/MO - 0 HR/MO TRADING 4. BRIDGEWAY WEALTH, LLC DBA SMARTPRO FINANCIAL, 102 Renaissance Circle, Mauldin SC 29662, 09/2025, W2 Employee, Employee (receive a W-2), INV REL, 160 HR/MO, 130 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2025-10-22

Other Names

• Trevor Rasmussen
• Trevor Jon Rasmussen