Trenton Paul Thelen

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2016 → 02/2020
  Edward Jones
  St. Louis, MO
• 06/2020 → 10/2022
  Dynamic Wealth Advisors Dba Centennial Wealth Management
  Phoenix, AZ
• 02/2020 → 06/2020
  Unemployed
  Yreka, CA
• 10/2022 → 04/2026
  U.S. Bank
  Billings, MT
• 01/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Billings, MT
• 02/2026 → 04/2026
  U.S. Bancorp Advisors, Llc
  Billings, MT
• 04/2026 → Present
  Ubs Financial Services Inc.
  Billings, MT

Previous Registrations

• 2026-04-07 → 2026-04-16
  U.S. Bancorp Advisors, Llc
  Billings, MT
• 2020-06-01 → 2022-10-20
  Dynamic
  Billings, MT
  Phoenix, AZ
  Billings, MT
• 2016-06-13 → 2020-02-21
  Edward Jones
  Missoula, MT
  St Louis, MO
  Missoula, MT
  Willows, CA

Other Businesses

1) Love INC - Yellowstone County; Not investment-related; Billings, MT; Non-profit; Board Member; 4/1/2022; 2 hours/mo; 0 hours/trading; Attend regular board meetings, financial oversight, executive leadership oversight, guiding the mission and strategic direction, governance, fundraising, and community advocacy. 2) Lavie Health; Not investment-related; Billings, MT; Non-profit; Treasurer; 1/1/2023; 4 hours/mo; 1 hours/trading; Attend regular board meetings, financial oversight, executive leadership oversight, guiding the mission and strategic direction, governance, fundraising, and community advocacy, be responsible for financial oversight and stewardship, budget planning, fiduciary, audit review, and accountability with compliance. 3) Gratitude in Action; Not investment-related; Billings, MT; Non-profit; Board Member; 1/1/2024; 1 hours/mo; 1 hours/trading; Attend regular board meetings, financial oversight, executive leadership oversight, guiding the mission and strategic direction, governance, fundraising, and community advocacy.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-31
• S66 Uniform Combined State Law Examination
  2016-04-14

Other Names

• Trenton Thelen