Unclaimed Profile

Trent L. Searle

ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, Utah

Series 7, Series 24CFPClean record23 years registeredASSOCIATION FINANCIAL SERVICES INC.

1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121CRD# 4433677Firm CRD# 142205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trent L. Searle · SALT LAKE CITY, UT

Registration

CRD #4433677 · ASSOCIATION FINANCIAL SERVICES INC. · 23 years registered

Brand Profile

Not yet started

Career History

PHYSICIAN WEALTH ADVISORS, INC.

Apr 2017 – present

TRUENORTH WEALTH

Jul 2014 – Mar 2017

SALT LAKE CITY, UT

UMA FINANCIAL SERVICES INC

Mar 2003 – Nov 2011

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · March 6, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSOCIATION FINANCIAL SERVICES INC.

CRD 142205 · SEC 801-68446

AUM

$1.0B

Regulatory assets under management

Employees

2,536 client accounts

Services offered by ASSOCIATION FINANCIAL SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASSOCIATION FINANCIAL SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Trent L. Searle offer?

Trent L. Searle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Trent L. Searle's credentials?

Trent L. Searle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trent L. Searle located?

Trent L. Searle is based in SALT LAKE CITY, Utah, working with ASSOCIATION FINANCIAL SERVICES INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Trent L. Searle charge for services?

Trent L. Searle's firm is compensated through percentage of aum, hourly charges, other: institutional clients priced on case-by-case basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSOCIATION FINANCIAL SERVICES INC.?

ASSOCIATION FINANCIAL SERVICES INC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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