Trent H. Colledge

SUNSET RETIREMENT ADVISORS LLC

PROVO, UT 84606

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CRD#: 7056070

Professional summary

Trent Heber Colledge, CFP®, who also goes by Trent H Colledge, is a registered financial advisor currently at SUNSET RETIREMENT ADVISORS LLC located in Provo, Utah.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Trent has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trent H Colledge

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.

Grand Canyon University Adjunct Lecturer Grade assignments and respond to student questions As little as 2 hours per week, and no more than 5 hours per week. NO hours during trading. Not investment related Compensated Start Date: 8.12.2024 University of Virginia / UVA Part time Professor Charlottesville, VA (teaching online) Teach CFP� curriculum part time in the evenings outside of normal business hours. Start Date: 1.18.2023 15-20 hours per month Not investment related Compensated

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Heber Colledge'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

Experience

Current

March 18, 2025 - Present

SUNSET RETIREMENT ADVISORS LLC

Office #1: 350 East Center Street #10, Provo, UT 84606

RIA

CRD#: 333226

PROVO, UT

Past

January 23, 2023 - March 17, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

May 27, 2022 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

OMAHA, NE

Past

June 3, 2019 - December 10, 2021

ELEVATED CAPITAL ADVISORS, LLC

RIA

CRD#: 226721

SANDY, UT

Past

January 9, 2019 - May 29, 2019

ARISTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 141504

LAS VEGAS, NV

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

Nevada
(6/20/2025)

IAR

Utah
(3/18/2025)

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: 12/17/2018

Uniform Investment Adviser Law Examination

Current Firm

SUNSET RETIREMENT ADVISORS LLC

SUNSET RETIREMENT ADVISORS | SUNSET RETIREMENT ADVISORS LLC

CRD#: 333226 / SEC#:

Nevada

Registered Investment Advisory firm - (6/18/2025 Approved)

Utah

Registered Investment Advisory firm - (3/18/2025 Approved)

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Contact information

Main Address

350 East Center Street #10, Provo, UT 84606

Mailing Address

Phone number

(801) 850-3013

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Trent H. Colledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Heber Colledge's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNSET RETIREMENT ADVISORS LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ELEVATED CAPITAL ADVISORS, LLC

ARISTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2018

Current Firm

SUNSET RETIREMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

SUNSET RETIREMENT ADVISORS LLC

TRUST BUT VERIFY

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