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Trent J O'neal

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
354 clients
Average Client Portfolio
$889K average
Assets Under Management
$314.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

19020 33rd Avenue W, Suite 390, Lynnwood, WA, 98036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Trent is a landlord for a rental property since 2018 and has a 10% ownership in Wayfinding Financial since 2013. Trent dedicates full-time hours to Wayfinding Financial.

Employment History
Current Registrations
Wayfinding Financial, LLC
February 2020 - Present · 6 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2013 - March 2020 · 6 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2013 - March 2020 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - April 2013 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - April 2013 · 4 yrs 1 mo
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
Trent J O'neal - Financial Advisor | TrueAdvisor