Trenton Paul Thelen
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services Inc.Apr 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Apr 2026
- U.S. Bancorp Investments, Inc.Jan 2023 to Feb 2026
- U.S. BankOct 2022 to Apr 2026
- Dynamic Wealth Advisors dba Centennial Wealth ManagementJun 2020 to Oct 2022
- UnemployedFeb 2020 to Jun 2020
- Edward JonesJan 2016 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MT).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6594142
- Firm CRD
- 8174