Unclaimed Profile

Trent J O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington

Clean recordWAYFINDING 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAYFINDING FINANCIAL, LLC

AUM

$292M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WAYFINDING FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5633010

Firm CRD# 306208

View on FINRA BrokerCheck →

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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.

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