Unclaimed Profile

Trent J O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington

SIE, Series 7, Series 66Clean record17 years registeredWAYFINDING FINANCIAL, LLC

19020 33RD AVENUE W, LYNNWOOD, WA 98036CRD# 5633010Firm CRD# 306208

Profile Verification

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

Identity

Trent J O'neal · LYNNWOOD, WA

Registration

CRD #5633010 · WAYFINDING FINANCIAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WAYFINDING FINANCIAL, LLC

Feb 2020 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2013 – Mar 2020

LYNNWOOD, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2009 – Apr 2013

EVERETT, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYFINDING FINANCIAL, LLC

CRD 306208 · SEC 801-118057

AUM

$292M

Regulatory assets under management

Employees

908 client accounts

Services offered by WAYFINDING FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYFINDING FINANCIAL, LLC →

Introduction

Speak with Trent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LYNNWOOD?

Browse all registered financial advisors in LYNNWOOD, Washington or claim this profile if it's yours.

Browse LYNNWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Trent J O'neal offer?

Trent J O'neal specializes in Financial Planning, Investment Management. Contact their office in LYNNWOOD, Washington for a consultation.

What are Trent J O'neal's credentials?

Trent J O'neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trent J O'neal located?

Trent J O'neal is based in LYNNWOOD, Washington, working with WAYFINDING FINANCIAL, LLC. Their office serves clients in the LYNNWOOD metropolitan area and surrounding communities.

How does Trent J O'neal charge for services?

Trent J O'neal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYFINDING FINANCIAL, LLC?

WAYFINDING FINANCIAL, LLC has approximately 4 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →