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Trent J O'Neal

Wayfinding Financial, LLC

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About Trent J O'Neal

Trent O'Neal is an active investment advisor representative in Texas and Washington. Trent has been working in the financial services industry since March 2009. Trent currently works for Wayfinding Financial, LLC. Prior to Wayfinding Financial, LLC, Trent worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Trent has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Trent has specializations in investment advisory services, financial planning and retirement planning. Trent is also a landlord and has 10% ownership in Wayfinding Financial, LLC.

Firm Information

Trent O'Neal is currently registered with Wayfinding Financial, LLC. Wayfinding Financial, LLC is a financial advisor based in Lynnwood, WA. They have 3 licensed agents and specialize in providing financial planning, portfolio management for individuals, and pension consulting. They manage approximately $314,726,561 in assets for 900 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm also offers wrap fee programs.
Wayfinding Financial, LLC

19020 33RD AVENUE W

LYNNWOOD, WA 98036

$314.73M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trent O'Neal’s Registration & Firm History

WA

02/26/2020 - Present

Wayfinding Financial, LLC (LYNNWOOD WA)

WA

04/12/2013 - 03/18/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LYNNWOOD WA)

WA

03/30/2009 - 04/15/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVERETT WA)

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Licenses & Designations

BOTH

Issued 06/02/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trent J O'Neal.
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