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Vincent Valeriano

Advisor at National Wealth Management Group, LLC

Updated today
National Wealth Management Group, LLC logo

Firm

National Wealth Management Group, LLC

Location

Las Vegas, NV 89149

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly consulting

Fee options

Percentage

$0+: Up to 3.0% annually (negotiable, maximum) $0+: Up to 2.25% annually (Strategic Wealth Management Program maximum) $0+: LPL Financial Sponsored Advisory Programs (maximum annual advisory fees plus manager fees, total up to 2.25%): - Manager Access Select (MAS): 1.65% advisory fee + 0.60% manager fee - Optimum Market Portfolios Program (OMP): 2.25% advisory fee (no manager fee) - Personal Wealth Portfolios Program (PWP): 1.65% advisory fee + 0.60% manager fee - Model Wealth Portfolios Program (MWP): 1.65% advisory fee + 0.60% manager fee - Guided Wealth Portfolios (GWP): 1.00% advisory fee + 0.35% LPL program fee (total 1.35%)

Commissions

Commissions on insurance products sold through affiliated IARs registered with broker-dealers (not advisory fees).

Project-based

Hourly consulting fees are negotiable and detailed in the client agreement.

Other

Account minimum: $15,000 Fee-only: Hourly consulting services with negotiable fees detailed in client agreement.

Work history

National Wealth Management Group, LLC

2025 - Present (1 year)

Wells Fargo Clearing services, LLC

2022 - 2025 (3 years)

Virginia Department of Health / 22nd Century Technolgies, Inc.

2020 - 2022 (2 years)

Virginia Department of Health / Premier Staffing Source

2019 - 2020 (1 year)

Virginia Department of Health / Premier Staffing Source

2019 - 2019 (1 year)

Liberty University

2018 - 2019 (1 year)

Samaritan's Purse

2018 - 2018 (1 year)

Liberty University

2018 - 2018 (1 year)

Samaritan's Purse

2017 - Present (9 years)

Liberty Universty

2017 - 2019 (2 years)

Liberty University

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeramy W

CFP®, Series 66

Las Vegas, NV

Edward Jones

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Jose C

Series 66

Las Vegas, NV

Merrill

Jose Castruita is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized money management strategies. He focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. Jose holds a Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Riverside City College. Fluent in English and Spanish, he emphasizes understanding clients' personal priorities to create financial approaches tailored to their unique goals and life circumstances. Outside of his professional role, Jose enjoys baseball, cooking, golfing, and softball.

Wealth management Family Business General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Kent B

Series 63, Series 65

Las Vegas, NV

Merrill

Kent Baker is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing extensive experience to his role in helping clients manage their wealth. Kent focuses on developing personalized wealth management strategies tailored to individual financial goals and market conditions, utilizing resources from Merrill and Bank of America to offer investment insights and banking solutions. Kent holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Shawnee Mission Northwest. Beyond his professional work, Kent is involved in his community through participation with Blue Valley Rec Youth Baseball, Shawnee Community Services, and the United Methodist Church of the Resurrection.

Wealth management

Trent G

Series 66

Las Vegas, NV

Merrill

Trent Gneiting is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2018. In his role, Trent focuses on serving a diverse client base that includes corporate executives, business owners, and individuals in the sports and entertainment industries. His areas of expertise encompass equity compensation strategies, portfolio management, retirement planning, concentrated stock strategies, and trust and estate planning services. Trent leverages his experience to develop tailored financial strategies that address the unique needs of his clients. Trent holds a Bachelor's degree in Economics, with a minor in Business Management, from Brigham Young University. Prior to his current position, he worked as a Research Analyst for Merrill Bateman Associates – Economic Consulting Group and completed internships with Transamerica and Stanford University's Wharton College Clean Energy Project. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Trent enjoys spending time with his wife, Rachael, and their two children. His personal interests include a variety of sports such as basketball, volleyball, football, and skiing, as well as outdoor activities like hiking. Trent is involved in professional and community organizations including the Church of Jesus Christ of Latter-day Saints, BYU, Habitat for Humanity, and served on the Italy Milan LDS Mission.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Retirement income strategy Wealth management General estate planning guidance Executive Founder/Business Owner Approaching retirement

Heather D

Series 66

Las Vegas, NV

Merrill

Heather Djan is a Financial Advisor with Merrill Lynch Wealth Management. She provides guidance tailored to clients' unique ambitions, focusing on areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heather began her financial services career with UBS in New York City in 2007. In 2010, she joined Merrill Lynch Wealth Management in Northshore, Long Island, and transferred to Las Vegas in 2014. She holds a Bachelor's Degree from SUNY Old Westbury and has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from New York, Heather has lived in Las Vegas for the past nine years. She spends much of her time with her family, exploring local dining, entertainment, hiking trails, and supporting new businesses. Her personal interests include antiquing, dancing, drawing/sketching, interior decorating, music, photography, sewing, traveling, and woodworking.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Women's Finance Women Professionals

Reese G

Series 66

Las Vegas, NV

Merrill

Reese Gneiting is a Wealth Management Advisor with Merrill Lynch Wealth Management in Las Vegas. He partners on a team that develops tailored financial strategies for entrepreneurs, business owners, executives, and their families. Reese’s practice focuses on helping clients achieve their financial objectives through a transparent and disciplined process. Before joining Merrill in Las Vegas in 2014, Reese worked for two years in Los Angeles as a Senior Wealth Strategy Associate in the Private Wealth Management Division at UBS, where he managed assets for high net-worth individuals, including company founders, celebrities, professional athletes, and members of the Forbes 400 list. His areas of expertise include executive compensation and equity awards, business sales and exit planning, portfolio management, retirement accumulation and income planning, trust and estate planning services, as well as 401(k) and pension plans. Reese holds a Bachelor of Science degree in Finance from Brigham Young University and holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and is affiliated with the Salvation Army. Outside of work, Reese enjoys basketball, volleyball, hiking, boating, and spending time with his wife and three children in Summerlin.

Exec comp design Liquidity event planning Business exit / sale strategy Retirement income strategy Wealth management Executive Founder/Business Owner Approaching retirement Parents
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