D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
20yrs
Based in Roseville, California, Trevor Meyer is a fiduciary financial advisor with 20 years of industry experience. Trevor has been with Northrock Partners since 2026; before that, Trevor spent 18 years at Ameriprise Financial Services. Northrock Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 644 advisors with offices in Roseville, and one of 607 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 62% of advisors at Northrock Partners
Office3741 Douglas Blvd Suite 290, Roseville, CA 95661
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$2.52 million
Advisors at the firm93
States licensed ?1 state
Services through Northrock Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowNorthrock Partners, LLCCurrent firm
- 2007 – 2025Ameriprise Financial Services, LLCPreviously
Questions to ask Trevor
Tailored to Trevor’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Trevor
How do I contact Trevor?
Call Northrock Partners at (612) 367-8800 and ask for Trevor Meyer. Trevor works from the Roseville, CA office.
How long has Trevor been a financial advisor?
Trevor has been in the industry since 2007, about 20 years. More experience than 62% of advisors at Northrock Partners.
What licenses does Trevor hold?
Series 66. Tap any license on this page to see what it allows.
Is Trevor a fiduciary?
Trevor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trevor paid?
Northrock Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Trevor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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