AdvisorOS Directory
Claim Profile
TO

Trent J O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington
Unclaimed Profile
19020 33RD AVENUE W, LYNNWOOD, WA 98036CRD# 5633010Firm CRD# 306208
01

About

Trent J O'neal is a registered financial advisor based in LYNNWOOD, Washington, affiliated with WAYFINDING FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAYFINDING FINANCIAL, LLC
WAYFINDING FINANCIAL, LLC
AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WAYFINDING FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5633010
Firm CRD# 306208
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Other advisors in LYNNWOOD
Shilo Michelle Lockett — COMPREHENSIVE WEALTH MANAGEMENT, LLCMorgan Lewis Arford — COMPREHENSIVE WEALTH MANAGEMENT, LLCGary Marlin Arford — COMPREHENSIVE WEALTH MANAGEMENT, LLCCheryl Arford — COMPREHENSIVE WEALTH MANAGEMENT, LLCBrian Joseph Lockett — COMPREHENSIVE WEALTH MANAGEMENT, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile