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Michael William Trent

Vestia Personal Wealth Advisors

Fort Wayne, IN

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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-06-20
  • IN RA
    APPROVED
    Since 2019-06-20

Branch Locations

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Larson Financial Securities, Llc St. Louis MO 10/2013 12/2017
Larson Financial Group, Llc St. Louis MO 10/2013 04/2017
Larson Financial Group, Llc Saint Louis MO 04/2017 12/2017
Vestia Advisors, Llc Fort Wayne IN 01/2018 Present
Previous Registrations
Other Businesses

1. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANT"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; CEO/INVESTMENT ADVISER REPRESENTATIVE; 01/2018; 120 HOURS PER MONTH; 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; CEO/AGENT; 01/2018; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE . 3. VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 01/2018; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4. VESTIA VENTURES, LLC; MANAGING MEMBER OF SPVS MIRUS, MIRUS QP AND MIRUS NEW OPPORTUNITY, CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 03/2018; 20 HOURS PER MONTH; 18 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE 5. VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 6. VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 7. HELD-AWAY METHOD, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; INTELLECTUAL PROPERTY/CONSULTING SERVICE; OWNER; 03/2019; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; CONSULTING SERVICES THROUGH THE BUSINESS TO OTHER BUSINESSES AND LICENSE TO USE OUR HELD-AWAY METHOD FOR INVESTMENT MANAGEMENT. 8. LOUD CAPITAL, LLC; INVESTMENT RELATED; PRIVATE EQUITY FUND COMPANY THAT PROVIDES GP AND MANAGEMENT SERVICES TO PRIVATE INVESTMENT FUNDS; 550 WEST WASHINGTON BLVD, SUITE 201, CHICAGO, IL, 60661; INVESTOR; 03/2019; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; VENTURE CAPITAL FIRM PROVIDING CAPITAL, ENTREPRENEURSHIP, AND EDUCATION. 9. SAHWA ADVISORY SERVICES, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD STE. 51, FORT WAYNE, IN 46804; PERSONAL MANAGEMENT AND CONSULTING COMPANY NOT UTILIZED FOR ANY CLIENT PURPOSES; MANAGING MEMBER; 10/2017-PRESENT; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 10. BLESSINGS IN A BACKPACK; NOT INVESTMENT RELATED; 111 E WAYNE ST, SUITE 555, FORT WAYNE, IN 46802; 501(C)3 ORGANIZATION THAT FOCUSES ON BUILDING AWARENESS ABOUT AND RAISING FUNDS TO COMBAT WEEKEND FOOD INSECURITY IN THE PUBLIC SCHOOL SYSTEM; VOLUNTEER; TREASURER; 1/23; 10 HRS PER MONTH, 2 DURING TRADING HOURS FOR BOARD MEETINGS; TREASURER. 11. VESTIA PROPERTIES LLC; INVESTMENT RELATED; FORT WAYNE, IN; BOARD OF REAL ESTATE PARTNERSHIP; PARTNER AND OWNER; 07/2025; 1 HR/MO, ALL DURING TRADING HOURS; BOARD MEMBER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-04
  • S66 Uniform Combined State Law Examination
    2013-12-04
Designations

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