Trent Lyndon Woodcock
Investment adviser representative at Adamsbrown Wealth Consultants LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Adamsbrown Wealth Consultants LLCJun 2020 to now
- Private Client ServicesJun 2020 to Dec 2025
- Avantax Investment Services, Inc.Aug 2017 to Jun 2020
- Hd Vest Advisory ServicesAug 2017 to Jun 2020
- Hd Vest Insurance Agency, LLCAug 2017 to Jun 2020
- Edward JonesJun 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (KS).
Adamsbrown Wealth Consultants LLC
$1.1BAssets managed
1,943Clients
15Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6494107
- Firm CRD
- 308410