Unclaimed Profile

John Richard Trapnell

CASTLE PEAK CAPITAL ADVISORS, LLC·MINNEAPOLIS, Minnesota

Clean recordCASTLE PEAK CAPITAL ADVISORS, LLC

120 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402-1531CRD# 5084681Firm CRD# 161191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Richard Trapnell · MINNEAPOLIS, MN

Registration

CRD #5084681 · CASTLE PEAK CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Richard Trapnell is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with CASTLE PEAK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CASTLE PEAK CAPITAL ADVISORS, LLC

AUM

$79M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CASTLE PEAK CAPITAL ADVISORS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5084681

Firm CRD# 161191

View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Richard Trapnell offer?

John Richard Trapnell specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are John Richard Trapnell's credentials?

John Richard Trapnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Richard Trapnell located?

John Richard Trapnell is based in MINNEAPOLIS, Minnesota, working with CASTLE PEAK CAPITAL ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does John Richard Trapnell charge for services?

John Richard Trapnell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLE PEAK CAPITAL ADVISORS, LLC?

CASTLE PEAK CAPITAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $79M in regulatory assets under management. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →