Trent Lyndon Woodcock

Employer firm

Adamsbrown Wealth Consultants LLC CRD 308410

$1.12B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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 → 08/2017
  Edward Jones
  St Louis, MO
• 08/2017 → 06/2020
  Hd Vest Insurance Agency Inc
  Irving, TX
• 08/2017 → 06/2020
  Avantax Investment Services, Inc.
  Hutchinson, KS
• 08/2017 → 06/2020
  Hd Vest Advisory Services
  Hutchinson, KS
• 06/2018 → 06/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 06/2020 → Present
  Adamsbrown Wealth Consultants Llc
  Great Bend, KS
• 06/2020 → 12/2025
  Private Client Services
  Hutchinson, KS

Previous Registrations

• 2017-09-12 → 2020-06-25
  Avantax Advisory Services
  Hutchinson, KS
  Hutchinson, KS
• 2015-10-16 → 2017-09-12
  Edward Jones
  Mcpherson, KS
  Hutchinson, KS
  Hutchinson, KS
  St Louis, MO

Other Businesses

1) ADAMS BROWN WEALTH CONSULTANTS, LLC. 517 EAST 30TH, STE C. SALE OF TERM, VARIABLE AND WHOLE LIFE INSURANCE INCLUDING LONG-TERM CARE INSURANCE. INSURANCE AGENT ADVISOR TO CLIENTS. 160 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2015-09-03

Designations

• Certified Financial Planner

Other Names

• Trent L Woodcock