Trent C Nelson

Current Employers

Employment History

• 01/2011 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 11/2013 → 02/2020
  Bank Of America, N.A.
  Green Bay, WI
• 02/2020 → Present
  Rbc Capital Markets, Llc
  Milwaukee, WI
• 03/2020 → Present
  City National Bank
  Depere, WI

Previous Registrations

• 2011-02-15 → 2020-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 2001-06-05 → 2009-11-11
  Thrivent Investment Management Inc.
  Appleton, WI
  Appleton, WI

Other Businesses

(1) Name of Entity: 2465 Marina Circle LLC Address - 4384 Scray Hill Rd De Pere, WI 54115 Business Description - Commercial Real Estate Building Business is not investment related Projected Start Date 03/11/20 Capacity: Partner Duties Performed: Investor Hours Devoted to this OBA Per Month: 0 Hours Devoted to this OBA during business hours: 0 (2) Name: The Visionary Wealth Management Team LLC Address: 1375 W Main Ave De Pere, WI 54115 Business Description: Account utilized for team expenses Business is not investment related Projected Start Date: 03/13/20 Capacity: Partner Duties Performed: None Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0 (3) Name: CCL2020, LLC Address: 544 Broadway Ave Wrightstown, WI 54180 Business Description: Real estate Holding Company Business is not investment related Projected Start Date: 12/01/20 Capacity: Owner - Active Duties Performed: Oversee maintenance on real estate property Devoted to this OBA per Month: 2 hours Hours Devoted to this OBA during business hours: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-04
• S65 Uniform Investment Adviser Law Examination
  2000-04-26

Other Names

• Trent Carl Nelson
• Trent C Nelson
• Trent Nelson