Trent Templer has been President, Managing Member & Chief Compliance Officer of Templer Wealth Management since September 2019, is a control person of the firm and directly owns 75% or more of it. Trent Templer holds a Degree in Economics from United States Naval Academy and an Executive Certificate in Financial Planning from Georgetown University.
Templer Wealth Management, LLC is a Vienna, VA firm with $103M under management, 44 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Trent J. Templer is Founder & President of Templer Wealth Management. He began his financial planning career at Keel Point, a multi-family office in Tysons Corner, VA, then joined USAA as a Wealth Manager. Before founding Templer Wealth Management, he was a partner at a boutique wealth management firm in Reston, VA. He earlier served as a Naval Submarine Officer.
Trent Templer’s longest registration is the current one, 6 years at Templer Wealth Management since 2019. Before joining Templer Wealth Management in 2019, Trent Templer was registered through Sentinel Wealth Management, Inc. and Usaa Financial Planning Services.
- – present · 6 yearsVienna, VA · Adviser representative · Firm CRD 305972
- Sentinel Wealth Management, Inc.– · 4 yearsReston, VA · Adviser representative · Firm CRD 122235
- Usaa Financial Planning Services– · 4 yearsVienna, VA · Adviser representative · Firm CRD 106352
- Keel Point Advisors, LLC– · 2 yearsVienna, VA · Adviser representative · Firm CRD 139379
Professional designations
Listed by Templer Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Trent Templer is registered as an investment adviser representative in Virginia, since November 2019.
- VirginiaSince 5 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 2 March 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Trent James Templer
- CRD
- 5374164
- Firm
- Templer Wealth Management · CRD 305972
- Role
- President, Managing Member & Chief Compliance Officer
- Office
- 8000 TOWERS CRESCENT DR., SUITE 1350, Vienna, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- templerwealth.com
Where does Trent Templer work?
Trent Templer has been President, Managing Member & Chief Compliance Officer of Templer Wealth Management, LLC since September 2019, and is a control person of the firm.
Is Trent Templer a financial advisor?
Yes. Trent Templer has a current investment-adviser registration in Virginia, through Templer Wealth Management since November 2019.
How many years of experience does Trent Templer have?
Trent Templer has 18 years in the financial industry, since April 2008, across 4 adviser firms.
What exams has Trent Templer passed?
Trent Templer has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in July 2007. FINRA credited Trent Templer with the SIE, which began in October 2018.
Where did Trent Templer work before Templer Wealth Management?
Before Templer Wealth Management, Trent Templer was registered through Sentinel Wealth Management, Inc., June 2015 to October 2019; Usaa Financial Planning Services, January 2011 to May 2015; Keel Point Advisors, LLC, March 2008 to January 2011.
Where is Trent Templer based?
Trent Templer’s registered office is in Vienna, VA.
Is Trent Templer registered with FINRA?
No. Trent Templer has no current broker registration.
Is Trent Templer a CFP?
Templer Wealth Management lists Trent Templer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trent Templer’s record?
Search CRD 5374164 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trent Templer’s full registration record.