Trenton Swift
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Trenton Swift, ChFC®, who also goes by Trenton Christopher Swift, was a registered financial professional .
Trenton is a previously registered financial professional and started their career in finance in 2014. Trenton had worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2022 - February 19, 2026
FBL WEALTH MANAGEMENT, LLC
November 10, 2022 - February 19, 2026
FBL MARKETING SERVICES, LLC
December 5, 2014 - October 12, 2022
COUNTRY CAPITAL MANAGEMENT COMPANY
Primary Firm SEC Registration
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,654,949 |
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.
