Trevor Thorell

Advisor at Edward Jones — Aurora, NE

Updated today

Credentials

Series 66

Experience

9 years

Location

Aurora, NE 68818

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Trevor Thorell is a financial advisor at Edward Jones with nine years of industry experience and a Series 66 designation. He has been with Edward Jones since 2016. Outside of his advisory role, he serves on the boards of the Bremer Community Center and the Aurora Development Corporation, where he is involved in local community development and economic growth initiatives. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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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

Aurora, NE

1225 M Street

Aurora NE 68818

Advisors at this office

2

Most active in

Nebraska · Texas

Work history

9 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Disclosures

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

Business activities & affiliations

Shane T

Series 63, Series 66

Aurora, NE

Edward Jones

Shane Thorell is a financial advisor with Edward Jones in Aurora, Nebraska, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on several local nonprofit boards, including Aurora Teammates, Edgerton Explorit Center, and Heartland United Way, and is involved in managing a family summer field work business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment solutions.

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

Tricia K

Series 63, Series 66

Aurora, NE

LPL Financial

Tricia Kubik is a financial advisor with LPL Financial based in Aurora, Nebraska, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cornerstone Bank, Securities America Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She is also involved with Cornerstone Insurance Group as an agent for fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 such as the Bank Wealth Program.

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

Calvin S

Series 63, Series 65

Aurora, NE

OSAIC

Calvin Strong is a financial advisor with Osaic Wealth, Inc. based in Aurora, Nebraska. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including over two decades at Woodbury Financial Services. Outside of his advisory work, Strong is active in community outreach through his role as a director of B Strong Ministries. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

April M

Series 66

Aurora, NE

OSAIC

April Mason is a financial advisor at OSAIC with 9 years of industry experience. She holds a Series 66 designation and has worked with Strong Advisory Group Inc and Woodbury Financial Services INC prior to joining OSAIC. Outside of financial advising, Mason is a music instructor and serves on the boards of the Hamilton Community Foundation and B Strong Ministries. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with retirement plan consulting, unified managed accounts, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Troy D

Series 63, Series 65

Aurora, NE

LPL Financial

Troy Dvorak is a financial advisor with LPL Financial in Aurora, Nebraska, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Centaurus Financial, and QA3 Financial. He serves as a board member of the Nebraska Children's Home Society. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

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

Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor at LPL Financial with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Global View. Outside of advising, he serves as Vice President at Cornerstone Bank in Henderson, NE. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

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