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Trevor Tristan Brewer

Advisor at Edward Jones — Webster, WI

Updated today

Credentials

Series 66

Experience

2 years

Location

Webster, WI 54893

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Trevor Brewer is a financial advisor at Edward Jones in Webster, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Green Key Solutions and Aerotek/Aston Carter, among other roles. He also has experience in the brewing and beverage industries, having worked at Mosinee Brewing Company and Bernick's Pepsi Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Webster, WI

26601 Lakeland Ave Ste B

Webster WI 54893

Advisors at this office

3

Most active in

Texas · Wisconsin

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Green Key Solutions

2022 - 2023 • 1 year

New York, NY

Aerotek/Aston Carter

2020 - 2022 • 2 years

Appleton, WI

Mosinee Brewing Company

2019 - 2021 • 2 years

Mosinee, WI

Bernick's Pepsi Co.

2019 - 2019 • 1 year

Dresser, WI

Unemployed

2018 - 2019 • 1 year

Stevens Point, WI

University of Wisconsin Systems

2017 - 2018 • 1 year

Stevens Point, WI

Unemployed

2013 - 2017 • 4 years

Saint Croix Falls, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jay V

Series 63, Series 66

Danbury, WI

Transamerica Financial Advisors

Jay Vavra is a financial advisor with Transamerica Financial Advisors in Saint Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include NEXT Financial Group, Edward Jones, Lincoln Investment, LPL Financial, and Waddell & Reed. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm manages approximately $1.7 billion in regulatory assets and offers integrated retirement plan solutions and affiliated product distribution.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ashley D

Series 63, Series 66

Danbury, WI

The huntington Investment company

Ashley Drury is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has worked at firms including LPL Financial and Principal Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach that integrates third-party and affiliate model offerings, providing a range of wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Olivia T

Series 66

Webster, WI

Edward Jones

Olivia Tucker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwest Passage for two years and has held various positions in education and athletics, including coaching volleyball at Grantsburg School District. She is involved in seasonal coaching activities outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Devin D

Series 66

Webster, WI

Edward Jones

Devin Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for the Pine City School District and Jensen-Sundquist Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Dan E

Series 66

Siren, WI

Edward Jones

Dan Edaburn Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Thomas R

Series 63, Series 66

Webster, WI

LPL Financial

Thomas Ritten is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at Raymond James Financial and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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