Trent Von Ahsen, CFP® CIMA® CPWA® AIF®

Chief Investment Strategist
Private Client Advisor

There’s no planning situation too complex or too obscure to scare off Trent Von Ahsen, who’s spent his career amassing an impressive list of certifications and designations that help him tackle difficult investment challenges with a steady hand. But while he’s already accomplished more than your average advisor, he’s not one to call it a day—he’s always on the lookout for new opportunities to expand on what he’s learned and hone his skills for the benefit of our team.

As a Private Client Advisor, he relishes every chance he gets to find creative, customized solutions that help his clients achieve their financial goals. And as our Chief Investment Strategist, he puts his highly specialized knowledge to use helping our investment committee refine the strategic direction of our portfolios.

In between work and studying for his next designation, you can find Trent happily assisting his father and brother on their family farm. A country boy at heart, growing up on a farm gave Trent the work ethic, discipline and curiosity that serves him well in his role at UIF.

Certifications & Accomplishments:

  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Accredited Investment Fiduciary®
  • CFA Institute, Member
  • CFA Society of Iowa, Member
  • Investments & Wealth Institute, Member
  • FINRA Series 7 & 66

Investment Style:

  • Steady, Insightful, Personal

In the Community:

  • Board Member, Juvenile Diabetes Research Foundation, Eastern Iowa Chapter
  • Volunteer, Junior Achievement of Eastern Iowa
  • Volunteer, Habitat for Humanity