Trent J. Templer

TEMPLER WEALTH MANAGEMENT

Vienna, VA 22182

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CRD#: 5374164

Professional summary

Trent James Templer, CFP® is a registered financial advisor currently at TEMPLER WEALTH MANAGEMENT, LLC located in Vienna, Virginia.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Trent has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Federal Employees

High Net Worth Client Needs

Insurance Related Issues

Question & Answer

What are your service offerings?

Elder Care

Tax Planning

Employee and Employer Plan Ben...

Retirement Planning

Retirement Income Management

Social Security Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent James Templer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

November 5, 2019 - Present

TEMPLER WEALTH MANAGEMENT, LLC

Office #1: 8000 Towers Crescent Dr. Suite 1350, Vienna, VA 22182

RIA

CRD#: 305972

Vienna, VA

Past

June 2, 2015 - October 23, 2019

SENTINEL WEALTH MANAGEMENT, INC.

RIA

CRD#: 122235

RESTON, VA

Past

January 26, 2011 - May 26, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

VIENNA, VA

Past

January 26, 2011 - May 26, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

Vienna, VA

Past

June 30, 2009 - January 20, 2011

WFG INVESTMENTS, INC.

CRD#: 22704

VIENNA, VA

Past

March 18, 2008 - January 19, 2011

KEEL POINT ADVISORS, LLC

RIA

CRD#: 139379

VIENNA, VA

Past

August 15, 2007 - June 30, 2009

AMERICAN SECURITIES GROUP, INC.

CRD#: 43730

VIENNA, VA

Past

July 3, 2007 - July 31, 2007

NATIONWIDE SECURITIES, LLC

CRD#: 11173

FALLS CHURCH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TEMPLER WEALTH MANAGEMENT, LLC

BALLAST WEALTH MANAGEMENT | TEMPLER WEALTH MANAGEMENT, LLC | BALLAST WEALTH MANAGEMENT, LLC

CRD#: 305972 / SEC#:

Maryland

Registered Investment Advisory firm - (12/6/2024 Terminated)

Virginia

Registered Investment Advisory firm - (11/5/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8000 Towers Crescent Dr. Suite 1350, Vienna, VA 22182

Mailing Address

Phone number

(703) 927-4126

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 102,919,045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Trent J. Templer

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent James Templer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL WEALTH MANAGEMENT, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

WFG INVESTMENTS, INC.

KEEL POINT ADVISORS, LLC

AMERICAN SECURITIES GROUP, INC.

NATIONWIDE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2008

Series 63

Date: 7/17/2007

SIE

Date: 5/26/2015

Series 7

Date: 3/2/2011

Series 6

Date: 7/2/2007

Current Firm

TEMPLER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEMPLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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