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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent David Culver is a financial advisor with over 20 years of experience in the industry. Trent is currently registered with Epiqwest Culver Wealth Advisors LLC, in Broomfield, Colorado. Trent's firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. Trent's firm has been in business since 2020 and manages over $216 million in assets. Trent has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Trent has been a registered representative since 1993 and holds several industry designations, including Chartered Financial Consultant. Trent is a member of the Financial Planning Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
06/15/2020 - Present
Epiqwest Culver Wealth Advisors LLC (BROOMFIELD CO)
CO
05/10/2013 - 10/02/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LAFAYETTE CO)
CO
07/07/2011 - 06/07/2013
CENTAURUS FINANCIAL, INC. (LAFAYETTE CO)
CO
03/03/2008 - 06/13/2011
MCL FINANCIAL GROUP, INC. (LAFAYETTE CO)
CO
08/09/2005 - 03/05/2008
NEIDIGER, TUCKER, BRUNER, INC. (ERIE CO)
CO
01/25/2005 - 08/10/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
OH
05/04/1999 - 11/01/2004
VALMARK SECURITIES, INC. (AKRON OH)
AZ
05/11/1998 - 05/03/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
FL
03/18/1996 - 04/23/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NJ
12/15/1993 - 01/04/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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