Michael Trent, financial advisor Fort Wayne IN
90 score

Michael Trent

CRD Number: 6270229
Current Firm: Vestia Personal Wealth Advisors

Michael Trent (CRD# 6270229) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Vestia Advisors, LLC Fort Wayne, IN Jan 2018 - Current < 1
Larson Financial Group, LLC Saint Louis, MO Apr 2017 - Dec 2017 < 1
Larson Financial Securities, LLC St. Louis, MO Oct 2013 - Dec 2017 4
Larson Financial Group, LLC St. Louis, MO Oct 2013 - Apr 2017 3
Steel Dynamics Inc. Fort Wayne, IN Jan 2011 - Oct 2013 2
Mba Student Ann Arbor, MI Aug 2009 - Apr 2011 1
Homemaker Morehead City, NC Mar 2009 - Jul 2009 < 1
Usmc Quantico, VA May 2005 - Feb 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Michael W. Trent
Phone Number: 877-669-1126
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IA, IL, IN, LA, MD, MI, MO, NC, NV, OH, OK, TN, TX, UT, VI, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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