Trent Tredinnick

Employer firm

Enrich Financial Partners LLC CRD 111234

$557M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 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

• S66 Uniform Combined State Law Examination
  2014-11-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant