Trent Tarnstrom has been an investment adviser representative at Selective Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
- – present · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 164882
Investment adviser representative registrations
Trent Tarnstrom is registered as an investment adviser representative in 3 states. The first approvals date from August 2022; the most recent is North Carolina, in February 2024.
- North CarolinaSince 12 February 2024
- TexasSince 17 August 2022
- VirginiaSince 17 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trent Cruz Tarnstrom
- CRD
- 7618339
- Firm
- Selective Wealth Management · CRD 164882
- Office
- 227 W Trade St, Unit 1290, Charlotte, NC 28202
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Trent Tarnstrom work?
Trent Tarnstrom is an investment adviser representative registered through Selective Wealth Management, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Trent Tarnstrom a financial advisor?
Yes. Trent Tarnstrom has a current investment-adviser registration in North Carolina, Texas and Virginia, through Selective Wealth Management since August 2022.
How many years of experience does Trent Tarnstrom have?
Trent Tarnstrom has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Trent Tarnstrom passed?
Trent Tarnstrom passed the Series 65 in August 2022.
Where is Trent Tarnstrom based?
Trent Tarnstrom’s registered office is in Charlotte, NC.
Is Trent Tarnstrom registered with FINRA?
No. Trent Tarnstrom has no current broker registration.
How can I verify Trent Tarnstrom’s record?
Search CRD 7618339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trent Tarnstrom’s full registration record.
