Trevor James Aldrich

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2010 → 05/2020
  Aldrich Landscape Inc
  Zionsville, IN
• 05/2017 → 05/2022
  Ball State
  Muncie, IN
• 12/2020 → 08/2021
  Trevor Aldrich
  Muncie, IN
• 12/2021 → 06/2023
  Scotlynn Group
  Inianapolis, IN
• 07/2023 → Present
  Charles Schwab & Co., Inc.
  Inianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-01-17
• S63 Uniform Securities Agent State Law Examination
  2023-11-01