Trenton Larsen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2016 → 04/2018
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 05/2016 → 04/2021
  Insight Wealth Strategies, Llc.
  San Ramon, CA
• 04/2018 → 09/2019
  Mutual Securities, Inc.
  Camarillo, CA
• 09/2019 → 05/2021
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 06/2021 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Walnut Creek, CA
• 07/2021 → 10/2025
  Bank Of America, N.A.
  Walnut Creek, CA
• 10/2025 → Present
  Lpl Financial Llc
  Walnut Creek, CA

Previous Registrations

• 2021-06-24 → 2025-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 2018-04-27 → 2021-05-03
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 2016-05-23 → 2018-05-02
  Osaic Fa, Inc.
  Houston, TX
  San Ramon, CA
  San Ramon, CA
  Irvine, CA
  Bakersfield, CA
• 2015-11-03 → 2015-12-17
  Alamo Capital
  Walnut Creek, CA

Other Businesses

1. 10/07/2025/ Element Wealth Management/DBA for LPL Business (entity for LPL business)/ investment related /(at) reported business locations 2. 10/07/2025/Rental property/ owner/investment related/Chico CA/Start date 07/07/2022/4 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2015-09-02

Designations

• Certified Financial Planner

Other Names

• Trenton Turner Larsen