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RIA / WealthAdvisorCertified Financial Planner19 years in industry

TRENT JAMES TEMPLER

Advisor at TEMPLER WEALTH MANAGEMENT, LLC

VIENNA, VA

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Search this name across graphsid dfx:ria:582e30f1-71d2-7f9d-4127-0c147abcc0e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TEMPLER WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 17, 2007
First registration: Mar 18, 2008
Dual registered: no
IAPD individual key: 5374164

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TEMPLER WEALTH MANAGEMENT, LLC	Independent wealth	Nov 5, 2019	n/a	yes	VIENNA, VA	Current employment
SENTINEL WEALTH MANAGEMENT, INC.	Independent wealth	Jun 2, 2015	Oct 23, 2019	no	RESTON, VA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 26, 2011	May 26, 2015	no	MCLEAN, VA\|VIENNA, VA	Previous registration
KEEL POINT ADVISORS, LLC	Former SEC adviser	Mar 18, 2008	Jan 19, 2011	no	VIENNA, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SENTINEL WEALTH MANAGEMENT, INC.	TEMPLER WEALTH MANAGEMENT, LLC	Oct 23, 2019	Nov 5, 2019	13	Firm change	RIA to RIA
USAA FINANCIAL PLANNING SERVICES	SENTINEL WEALTH MANAGEMENT, INC.	May 26, 2015	Jun 2, 2015	7	Firm change	Other
KEEL POINT ADVISORS, LLC	USAA FINANCIAL PLANNING SERVICES	Jan 19, 2011	Jan 26, 2011	7	Firm change	Other

Relationships

Registered with (4)

→ TEMPLER WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 5, 2019 to presentfactForm ADV
→ SENTINEL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 2, 2015 to Oct 23, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 26, 2011 to May 26, 2015factForm ADV
→ KEEL POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 18, 2008 to Jan 19, 2011factForm ADV

Dated events

No dated event names this entity yet.