Trent James Templer

Employer firm

Templer Wealth Management, LLC CRD 305972

$103M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 09/2019
  Sentinel Wealth Management, Inc.
  Reston, VA
• 09/2019 → Present
  Templer Wealth Management, Llc
  Vienna, VA

Previous Registrations

• 2015-06-02 → 2019-10-23
  Sentinel Wealth Management, Inc.
  Reston, VA
• 2011-01-26 → 2015-05-26
  Usaa Financial Planning Services
  Mclean, VA
  Vienna, VA
• 2008-03-18 → 2011-01-19
  Keel Point Advisors, Llc
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-17
• S63 Uniform Securities Agent State Law Examination
  2007-07-17

Designations

• Certified Financial Planner