Advisor at Stifel Independent Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stifel Independent Advisors, LLC
Location
Driggs, ID
Credentials
Series 63, Series 65
Industry experience
30 years
Stifel Independent Advisors, LLC
2023 - Present (3 years)
Wells Fargo Advisors Financial Network, LLC
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Alta, WY
Merrill
Trent Longnecker is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after earning a bachelor's degree from the University of Arizona. Trent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, along with Series 7, 31, 63, and 66 FINRA registrations. With over three decades of experience, Trent and his team specialize in providing customized financial advice and guidance to affluent families, small business owners, and foundations. Their expertise encompasses college education planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and more. As of April 2024, Trent’s team manages over $750 million in client assets. His professional recognition includes listings on Barron’s “Top 1,200 Financial Advisors” from 2010 to 2019 and 2024, as well as Forbes “Best-in-State Wealth Advisors” for 2021 through 2023. Trent currently resides in Phoenix with his wife, Tricia. His son Tyler attends the Eller School of Business at the University of Arizona, and his daughter Tatum plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.
Series 66
Driggs, ID
Edward Jones
Series 63, Series 66
Driggs, ID
Alupka Asset Management
Series 63, Series 65
Driggs, ID
Encore 401K, LLC
CFA®, Series 66
Victor, ID
Rockhill Advisors LLC
CFP®, ChFC®, Series 63
Driggs, ID
Pinnacle Wealth Management, LLC
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