TN
TN
Trent Nelson
19 Years of Experience
Dallas, TX
1 DisclosureBroker
Trent Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 19 years of industry experience. Trent is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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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 · 1 yr
Cetera Advisors LLCBroker
October 2025 - Present · 1 yr
Cetera Financial Specialists LLCBroker
October 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
October 2025 - Present · 1 yr
Cetera Investment Services LLCBroker
October 2025 - Present · 1 yr
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.
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