Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent William Dudenhoeffer is a financial advisor who has been in the industry since 2017. He is currently registered with the state of Kansas and is a Certified Financial Planner. Trent is associated with Creative Planning, a firm that manages over $175 billion in assets. Trent previously worked for Watchdog Capital, LLC and LPL Financial LLC. He has experience working with a variety of client types, including high-net-worth individuals, businesses, and charitable organizations. Trent offers a variety of advisory services, including financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
KS
07/11/2023 - Present
Creative Planning (OVERLAND PARK KS)
NH
04/20/2021 - 07/10/2023
WATCHDOG CAPITAL, LLC (PORTSMOUTH NH)
KS
09/28/2018 - 05/05/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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