Trent Edward Warren

Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

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

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 → 04/2019
  Triad Advisors, Inc.
  Norcross, GA
• 05/2016 → Present
  Fairhaven Wealth Management
  Oak Brook, IL
• 04/2025 → 08/2025
  Pure Financial Advisors, Llc
  Oak Brook, IL
• 08/2025 → Present
  Pure Financial Advisors, Llc
  Oak Brook, IL

Previous Registrations

• 2016-12-14 → 2025-10-31
  Fairhaven Wealth Management, Llc
  Wheaton, IL
• 2009-07-10 → 2016-05-27
  Lpl Financial Llc
  Brookfield, IL
  Brookfield, IL
  Glen Ellyn, IL
• 2015-01-02 → 2016-05-25
  Ford Wealth Management Llc
  Glen Ellyn, IL
• 2006-01-03 → 2009-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
  Miamisburg, OH
  Dayton, OH

Other Businesses

Fixed annuity & life insurance sales through Ash brokerage and Penn Mutual. Average monthly time conducting outside business is less than 5 hours. Annual income is $15,000. Time spent on insurance may overlap during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-23

Designations

• Certified Financial Planner