Trent J. Hinton
Professional summary
Trent Jacob Hinton is a registered financial advisor currently at CANOPY WEALTH MANAGEMENT located in Middleton, Wisconsin.
Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Trent has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trent Jacob Hinton's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2025 - Present
CANOPY WEALTH MANAGEMENT
Office #1: 8215 Greenway Boulevard Suite 540, Middleton, WI 53562Primary Firm SEC Registration
CANOPY WEALTH MANAGEMENT
CRD#: 297717 / SEC#: 801-113774
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2025)
(6/23/2025)
Exams
Current Firm
CANOPY WEALTH MANAGEMENT
CRD#: 297717 / SEC#: 801-113774
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,608 |
| AUM (Assets Under Management) | $ 1,153,857,864 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 10/28/2024 | ||
| 01/26/2024 |
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.
