Trent Tredinnick has been an investment adviser representative at EnRich Financial Partners since August 2024, and is not listed among the firm’s executive officers or direct owners.
Enrich Financial Partners LLC is a Madison, WI firm with $557M under management, 426 clients and 4 advisers in one office, as of its March 2026 filing.
Trent Tredinnick is a Wealth Advisor at EnRich Financial Partners. Before joining the firm he spent over 13 years in the financial services industry with TruStage, previously CUNA Mutual Group, where he partnered with financial professionals on investment choices to sustain client portfolios through retirement and taught workshops on social security, retirement income planning and behavioral finance.
Trent Tredinnick’s longest registration was 8 years at Cuna Brokerage Services, Inc. (2014–2023). Before joining EnRich Financial Partners in 2024, Trent Tredinnick was registered through Cuna Brokerage Services, Inc.
- – present · 2 yearsMadison, WI · Adviser representative · Firm CRD 111234
- Cuna Brokerage Services, Inc.– · 8 yearsMadison, WI · Adviser representative · Firm CRD 13941
Professional designations
Listed by EnRich Financial Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Trent Tredinnick is registered as an investment adviser representative in Wisconsin, since August 2024.
- WisconsinSince 15 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 November 2014 |
| Series 7 | General Securities Representative Examination | 7 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6303273
- Firm
- EnRich Financial Partners · CRD 111234
- Office
- 6502 GRAND TETON PLAZA, SUITE 201, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- enrichpartners.com
Where does Trent Tredinnick work?
Trent Tredinnick is an investment adviser representative registered through Enrich Financial Partners LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Trent Tredinnick a financial advisor?
Yes. Trent Tredinnick has a current investment-adviser registration in Wisconsin, through EnRich Financial Partners since August 2024.
How many years of experience does Trent Tredinnick have?
Trent Tredinnick has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Trent Tredinnick passed?
Trent Tredinnick has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Trent Tredinnick with the SIE, which began in October 2018.
Where did Trent Tredinnick work before EnRich Financial Partners?
Before EnRich Financial Partners, Trent Tredinnick was registered through Cuna Brokerage Services, Inc., November 2014 to March 2023.
Where is Trent Tredinnick based?
Trent Tredinnick’s registered office is in Madison, WI.
Is Trent Tredinnick registered with FINRA?
No. Trent Tredinnick has no current broker registration.
Is Trent Tredinnick a CFP?
EnRich Financial Partners lists Trent Tredinnick with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Trent J. Tredinnick, CFP®, ChFC® biography, enrichpartners.com
How can I verify Trent Tredinnick’s record?
Search CRD 6303273 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trent Tredinnick’s full registration record.