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MT

Michael W. Trent

VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, IN 46804
Some features on this profile are disabled
CRD#: 6270229
MT

Professional summary

Michael William Trent, CFP® is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Fort Wayne, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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 Michael William Trent's CRS (Customer Relationship Summary).
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

Experience

Current

January 2, 2018 - Present

VESTIA PERSONAL WEALTH ADVISORS

Office #1: 9121 Illinois Road Suite 51, Fort Wayne, IN 46804
RIA
CRD#: 290565
FORT WAYNE, IN
Past

December 4, 2013 - January 2, 2018

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
FORT WAYNE, IN
Past

November 20, 2013 - December 31, 2017

LARSON FINANCIAL SECURITIES, LLC

BD
CRD#: 152517
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC

CRD#: 290565 / SEC#: 801-112175

RIA
Registered Investment Advisory firm - (12/13/2017 Approved)

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
Indiana
(6/20/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/2013
General Securities Representative Examination

Current Firm

VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC

CRD#: 290565 / SEC#: 801-112175

RIA
Registered Investment Advisory firm - (12/13/2017 Approved)
PREMIUM
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Contact information

Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VESTIA PERSONAL WEALTH ADVISORS FORM ADV PART 2A - 20190530 (3/28/2025)
VESTIA RETIREMENT CONSULTANTS FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,829
AUM (Assets Under Management)$ 827,349,846

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/27/2026
Cover Page
Report
11/22/2024
Cover Page
Report
10/30/2024
Cover Page
Report
02/28/2023
Cover Page
Report

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.

Company Information

VESTIA PERSONAL WEALTH ADVISORS

CRD#: 290565Fort Wayne, IN 46804

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