Best Investors Account Sign in
Inactive

Trent Tredinnick

Enrich Financial Partners LLC

Madison, WI

Claim This Profile
Current Employers
Enrich Financial Partners Llc

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-08-15
  • WI RA
    APPROVED
    Since 2024-08-15

Branch Locations

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • 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
Cuna Mutual Group Waverly IA 02/2011 07/2024
Cuna Brokerage Services, Inc Waverly IA 02/2014 07/2024
Enrich Financial Partners Llc Madison WI 07/2024 Present
  • 02/2011 → 07/2024
    Cuna Mutual Group
    Waverly, IA
  • 02/2014 → 07/2024
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 07/2024 → Present
    Enrich Financial Partners Llc
    Madison, WI
Previous Registrations
  • 2014-11-12 → 2023-03-30
    Cuna Brokerage Services, Inc.
    Madison, WI
    Fort Worth, TX
    Arlington Heights, IL
    Arlington Heights, IL
    Allison, IA
    Madison, WI
Other Businesses

Independent insurance agent for various independent insurance companies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-11
  • S66 Uniform Combined State Law Examination
    2014-11-11
Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.
EAGLE STRATEGIES LLC
VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor