Best Investors Account Sign in
Inactive

William Patrick Mulvahill

Trailhead Planners, LLC

Edina, MN

Edina, MN

CRD 5781832

Claim This Profile
Employer firm

Trailhead Planners, LLC CRD 284610

$188M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Trailhead Planners, Llc

5151 Edina Industrial Blvd. Suite 200, Edina, MN 55439 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-19
MN RA APPROVED 2025-11-19
OR RA APPROVED 2025-11-19
TX RA APPROVED_RES 2022-05-16
  • CA RA
    APPROVED
    Since 2025-11-19
  • MN RA
    APPROVED
    Since 2025-11-19
  • OR RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED_RES
    Since 2022-05-16

Branch Locations

5151 Edina Industrial Blvd. Suite 200, Edina, MN 55439 • United States

5151 Edina Industrial Blvd, Suite 200, Edina, MN 55439 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Minneapolis MN 05/2016 12/2018
Essential Wealth Minneapolis MN 12/2018 01/2020
Trailhead Planners, Llc Portland OR 01/2020 Present
Trailhead Planners, Llc Portland OR 01/2026 Present
  • 05/2016 → 12/2018
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 12/2018 → 01/2020
    Essential Wealth
    Minneapolis, MN
  • 01/2020 → Present
    Trailhead Planners, Llc
    Portland, OR
  • 01/2026 → Present
    Trailhead Planners, Llc
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-31
S63 Uniform Securities Agent State Law Examination 2010-07-12
  • S66 Uniform Combined State Law Examination
    2016-10-31
  • S63 Uniform Securities Agent State Law Examination
    2010-07-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

More in Edina, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor