Nicholas Moore (CRD# 5962681) is an Investment Advisor Representative working at Trinity Financial Planning in Middleton, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Financial Planning, LLC | Middleton, WI | Feb 2021 - Current | 3 |
| Securian Financial Services Inc. | St Paul, MN | Jan 2017 - Jan 2021 | 4 |
| Cri Securities | St Paul, MN | Jan 2017 - Jan 2021 | 4 |
| North Star Resource Group | Madison, WI | Jan 2017 - Jan 2021 | 4 |
| Edward Jones | Madison, WI | Oct 2016 - Dec 2016 | < 1 |
| Anchor Bank | Madison, WI | Jan 2014 - Oct 2016 | 2 |
| Lpl Financial LLC | Madison, WI | Jan 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- WI
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts264ACCOUNTS
-
Average Account Value$313,795
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WI
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