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Trent Lyndon Woodcock

Adamsbrown Wealth Consultants LLC

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About Trent Lyndon Woodcock

Trent Lyndon Woodcock is a financial advisor with over 7 years of experience in the financial services industry. Trent is registered with Adamsbrown Wealth Consultants LLC, a firm located in Wichita, KS. Trent's previous employers include AVANTAX INVESTMENT SERVICES, INC. and EDWARD JONES. Trent holds the Series 7 and Series 66 securities licenses. Trent is a Certified Financial Planner. Trent focuses on providing financial planning, portfolio management and pension consulting services.

Firm Information

Trent Woodcock is currently registered with Adamsbrown Wealth Consultants LLC. Adamsbrown Wealth Consultants LLC is a Wichita, Kansas-based registered investment advisor with approximately $880.9 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, pension and profit-sharing plans, and charitable organizations. They have a team of 9 licensed agents, 14 investment advisor representatives, and 11 registered representatives.
Adamsbrown Wealth Consultants LLC

358 N MAIN STREET

WICHITA, KS 67202

$880.94M

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Woodcock’s Registration & Firm History

KS

06/23/2020 - Present

Adamsbrown Wealth Consultants LLC (WICHITA KS)

KS

09/12/2017 - 06/25/2020

AVANTAX INVESTMENT SERVICES, INC. (Hutchinson KS)

KS

07/16/2015 - 09/12/2017

EDWARD JONES (HUTCHINSON KS)

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Licenses & Designations

BOTH

Issued 09/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent Lyndon Woodcock.
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