Trevor Thomas Leidy
Advisor at Dakota Wealth Advisors LLC — Bismarck, ND
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
23 years
Location
Bismarck, ND 58501
Dakota Wealth Advisors LLC
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$138,968 Very LowHNW client ratio
0% LowTrevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.
Based on Dakota Wealth Advisors LLC
Negotiable fixed fee for financial planning with a maximum fee of $5,000.
$0 - $1,000,000: 1.50% annually $1,000,001+: 1.20% annually
Bismarck, ND
1929 N Washington St M1
Bismarck ND 58501
Advisors at this office
1
North Dakota
23 years of industry experience
Dakota Wealth Advisors LLC
2022 - Present • 4 years
Bismarck, ND
Dakota Wealth Advisors
2022 - 2022 • 1 year
Bismarck, ND
Gradient Advisors LLC
2019 - 2021 • 2 years
Arden Hills, MN
Self Employed
2019 - 2019 • 1 year
Wilton, ND
Unlimited Excavating
2018 - 2019 • 1 year
Washburn, ND
The Prudential insurance Company Of America
2018 - 2018 • 1 year
Bismarck, ND
Pruco Securities, LLC
2018 - 2018 • 1 year
Bismarck, ND
Capital Financial Services, Inc
2018 - 2018 • 1 year
Minot, ND
UnEmployed
2017 - 2018 • 1 year
Wilton, ND
Investment Centers of America
2015 - 2017 • 2 years
Perham, MN
Securities America Advisors, Inc.
2012 - 2015 • 3 years
ND
Novodyn Advisors LLC
2012 - 2012 • 1 year
The Woodlands, TX
Investment Centers of America, Inc.
2006 - 2012 • 6 years
ND
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