TN
TN
Trent Nelson
18 Years of Experience
Dallas, TX
1 DisclosureBroker
Trent Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 18 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
3200 Olympus Blvd, Ste 100, Dallas, TX, 75019
Get directionsHistory
Regulatory History (1)
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Financial
March 2025Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Advisors LLCBroker
October 2025 - Present · 7 mos
Cetera Financial Specialists LLCBroker
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Cetera Investment Services LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
First Command Brokerage Services, INC.Broker
April 2025 - September 2025 · 5 mos
First Command Advisory Services
April 2025 - September 2025 · 5 mos
Osaic Wealth, INC.
August 2023 - September 2024 · 1 yr 1 mo
Woodbury Financial Services, INC.
March 2015 - January 2024 · 8 yrs 10 mos
Woodbury Financial Services, INC.Broker
March 2015 - January 2024 · 8 yrs 10 mos
Sagepoint Financial, INC.
November 2011 - September 2023 · 11 yrs 10 mos
Osaic Wealth, INC.Broker
November 2011 - September 2024 · 12 yrs 10 mos
Fsc Securities CorporationBroker
November 2011 - November 2023 · 12 yrs
Sagepoint Financial, INC.Broker
November 2011 - September 2023 · 11 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2010 - November 2011 · 1 yr
National Planning CorporationBroker
November 2006 - November 2011 · 5 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.