Trevor Oberg
Advisor at Edward Jones
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.
Advisor at Edward Jones
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.
Location
Grand Island, NE 68803-1743
Credentials
Series 66
Industry experience
1 year
Trevor Oberg is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at Pinnacle Bank and Tier One Financial. Outside of finance, his background includes working at Heritage Hills Golf Course and Kansas Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
Based on Edward Jones
$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)
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.
2341 N Webb Rd
Grand Island, NE 68803-1743
Nebraska · Texas
Edward Jones
2024 - Present (2 years)
Pinnacle Bank
2022 - 2024 (2 years)
Tier One Financial
2021 - 2022 (1 year)
Salina County Club
2021 - 2021 (1 year)
Kansas Wesleyan University
2020 - 2022 (2 years)
Heritage Hills GolfCourse
2017 - 2023 (6 years)
Unemployed
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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