Trent Bixby Green
Investment adviser representative at Newfront Retirement Services, Inc.
11 yearsExperience
1 stateRegistered in
$1BFirm assets
12 yearsFirm in business
Are you Trent Bixby Green? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
11 years in the industry.
- Newfront Retirement Services, Inc.Jan 2026 to now
- Council Family OfficeSep 2023 to Jan 2026
- Bohemian GroveJul 2022 to Aug 2025
- Incline Investment AdvisorsJun 2021 to Aug 2021
- Cachuma RanchAug 2020 to Nov 2020
- Highlander FirewoodMar 2020 to Mar 2021
- Tulane UniversityAug 2019 to May 2023
- UnemployedApr 2019 to Aug 2020
- SveadalMay 2018 to Aug 2018
- Diamond Peak Ski ResortDec 2015 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newfront Retirement Services, Inc.
$1BAssets managed
106Clients
23Advisers
12 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
- 8248632
- Firm CRD
- 167641