Trevor Thomas Location
North Liberty, IA, US
Trevor Thomas Work
- 2025 - now Senior Financial Planner @ HK Financial Services
- 2021 - 2025 Financial Planner @ HK Financial Services
- 2019 - 2020 Manager @ RSM US Wealth Management, LLC
- 2017 - 2019 Supervisor @ RSM Wealth Management, LLC
- 2015 - 2017 Senior Associate @ RSM Wealth Management LLC
- 2010 - 2013 Financial Consultant @ AXA Advisors, LLC
- 2007 - 2010 Private Staff @ Principal Financial Group
Trevor Thomas Education
- University of Iowa
Bachelor of Business Administration (B.B.A.) (Accounting)
2013 - 2014 - University of Iowa
B.A. (History, Museum Studies)
2002 - 2007
Trevor Thomas Summary
Trevor Thomas, based in North Liberty, IA, US, is currently a Senior Financial Planner at Avantax Planning Partners. Trevor Thomas brings experience from previous roles at Avantax Planning Partners, RSM US Wealth Management, LLC, RSM Wealth Management, LLC and RSM Wealth Management LLC. Trevor Thomas holds a 2013 - 2014 Bachelor of Business Administration (B.B.A.) in Accounting @ University of Iowa. Trevor Thomas has 1 emails on RocketReach.
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