Trevor
Miedema

Cetera Advisors LLC

CRD#7239873
Investment Advisor
in Caledonia, MI

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About this Advisor

Trevor Miedema is a financial advisor working in Caledonia, Michigan who has 2 years of relevant experience. Miedema is an employee of Cetera Advisors LLC. The advisor has gained experience at Ted Miedema Cement Contractor, Schrier Plastics Corporation, Heritage Christian School, Parkway Express Quick Lube And Car Wash, Covenant Christian High School, Esi Financial and Cetera Advisors. Miedema holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Cetera Advisors LLC is a registered investment firm that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 financial advisors. It has $21 billion in total assets across its 90,646 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 294 charities and foundations. Of its 90,646 customer accounts, 26% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the type of financial services. Fees charged by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7115 Kalamazoo Ave Se Ste B
Caledonia, MI 49316

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

MI Average: $2,349,664,866
Total Number of Employees

1,047

MI Average: 28
Total Number of Accounts

90,646

MI Average: 1,101
Average Account Size

$234,185

MI Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Trevor Miedema Work History

Trevor has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Esi Financial

2020 - Present (4 years)

Cetera Advisors

2018 - 2018 (< 1 year)

Parkway Express Quick Lube And Car Wash

2017 - 2018 (1 year)

Schrier Plastics Corporation

2014 - 2019 (5 years)

Ted Miedema Cement Contractor

2013 - 2017 (4 years)

Covenant Christian High School

2008 - 2013 (5 years)

Heritage Christian School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trevor Miedema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
James Boyle
Belmar, NJ
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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