Trent Marcel Nelson

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-06

TX RA
APPROVED

Since 2025-10-06

Branch Locations

3200 Olympus Blvd Ste 100, Dallas, TX 75019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial Inc	Phoenix	AZ	11/2011	09/2024
First Command Financial Services Inc	Fort Worth	TX	03/2025	09/2025
Unemployed	Goodyear	AZ	10/2024	03/2025
First Command Brokerage Services Inc	Fort Worth	TX	03/2025	09/2025
First Command Advisory Services, Inc	Fort Worth	TX	03/2025	09/2025
Cetera Investment Advisers Llc	Schaumburg	IL	09/2025	Present
Cetera Advisors Llc	Greenwood Village	CO	09/2025	Present
Cetera Financial Specialists Llc	Schaumburg	IL	09/2025	Present
Cetera Investment Services Llc	St Cloud	MN	09/2025	Present
Cetera Wealth Services, Llc	El Segundo	CA	09/2025	Present

11/2011 → 09/2024

Sagepoint Financial Inc

Phoenix, AZ
03/2025 → 09/2025

First Command Financial Services Inc

Fort Worth, TX
10/2024 → 03/2025

Unemployed

Goodyear, AZ
03/2025 → 09/2025

First Command Brokerage Services Inc

Fort Worth, TX
03/2025 → 09/2025

First Command Advisory Services, Inc

Fort Worth, TX
09/2025 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
09/2025 → Present

Cetera Advisors Llc

Greenwood Village, CO
09/2025 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
09/2025 → Present

Cetera Investment Services Llc

St Cloud, MN
09/2025 → Present

Cetera Wealth Services, Llc

El Segundo, CA

Previous Registrations

2025-04-02 → 2025-09-18

First Command Advisory Services

Goodyear, AZ

Fort Worth, TX
2023-08-29 → 2024-09-30

Osaic Wealth, Inc.

Scottsdale, AZ

Phoenix, AZ
2015-03-04 → 2024-01-19

Woodbury Financial Services, Inc.

Phoenix, AZ

Oakdale, MN
2011-11-15 → 2023-09-01

Osaic Services, Inc.

Scottsdale, AZ
2010-11-04 → 2011-11-18

National Planning Corporation

El Segundo, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-02

S66 Uniform Combined State Law Examination

2010-11-02

Other Names

Trent Nelson
Trent M. Nelson

View on SEC IAPD