Trent L. Woodcock

ADAMSBROWN WEALTH CONSULTANTS LLC

Wichita, KS 67202

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CRD#: 6494107

Professional summary

Trent Lyndon Woodcock, who also goes by Trent L Woodcock, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Wichita, Kansas and PRIVATE CLIENT SERVICES, LLC located in Hutchinson, Kansas.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Trent has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trent L Woodcock

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.

1) ADAMS BROWN WEALTH CONSULTANTS, LLC. 517 EAST 30TH, STE C. SALE OF TERM, VARIABLE AND WHOLE LIFE INSURANCE INCLUDING LONG-TERM CARE INSURANCE. INSURANCE AGENT ADVISOR TO CLIENTS. 160 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lyndon Woodcock'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®

None

Experience

Current

June 23, 2020 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 358 N Main Street Suite 100, Wichita, KS 67202

RIA

CRD#: 308410

Wichita, KS

Current

June 29, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 517 E 30th Ave Suite C, Hutchinson, KS 67502Office #2: 200 South Main St, Mcpherson, KS 67460

RIA

CRD#: 120222

Hutchinson, KS

Past

September 12, 2017 - June 25, 2020

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Hutchinson, KS

Past

September 12, 2017 - June 25, 2020

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Hutchinson, KS

Past

October 16, 2015 - September 12, 2017

EDWARD JONES

RIA

CRD#: 250

HUTCHINSON, KS

Past

July 16, 2015 - September 12, 2017

EDWARD JONES

CRD#: 250

HUTCHINSON, KS

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".

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/3/2023)

Arkansas
(1/8/2021)

IAR

Kansas
(6/23/2020)

Kansas
(6/29/2020)

Missouri
(6/29/2020)

South Dakota
(6/29/2020)

Texas
(6/29/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

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Contact information

Main Address

358 N Main Street Suite 100, Wichita, KS 67202

Mailing Address

Phone number

(316) 683-2067

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (10/2/2025)

Regulatory assets under management

Total Number of Accounts	3,991
AUM (Assets Under Management)	$ 880,935,144

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.

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Advisor Monitoring

Firm Stability Insights

Trent L. Woodcock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lyndon Woodcock's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ADAMSBROWN WEALTH CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2015

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

TRUST BUT VERIFY

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