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Trevor J Linton

Advisor at Ameriprise — Goodland, KS

Updated today

Credentials

Series 66

Experience

22 years

Location

Goodland, KS

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Trevor Linton is a Series 66-licensed financial advisor with Ameriprise in Goodland, Kansas, bringing 22 years of industry experience. He previously worked at Investment Professionals Inc for 14 years before joining Ameriprise Financial Services, where he has been since 2018. Outside of his advisory work, Linton serves on the Board of Directors for the Rotary Club of Goodland, is an advisory board member at Northwest Kansas Technical College, and is president of the USD 352 Board of Education. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides recommended planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Goodland, KS

Goodland KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

22 years of industry experience

Ameriprise

2020 - Present • 6 years

Goodland, KS

Ameriprise Financial Services, inc

2018 - 2020 • 2 years

Goodland, KS

Investment Professionals Inc

2004 - 2018 • 14 years

Gooland, KS

Disclosures

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

Business activities & affiliations

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