Trinity Financial Advisors LLC

Trinity Financial Advisors LLC (CRD# 111681) is a financial advisory firm headquartered in Chicago, IL. They manage $191,746,827 in 748 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $256,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Trinity Financial Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
John W. Wimbiscus
CRD#: 2771598
541 N. Fairbanks Ct., Suite 1060, Chicago, IL 60611
103
Wealthminder
score

John Wimbiscus (CRD# 2771598) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has over 30 years of experience in the finance industry. John Wimbiscus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Nancy L. Ladd
CRD#: 2854356
541 North Fairbanks Court, Suite 1060, Chicago, IL 60611
96
Wealthminder
score

Nancy Ladd (CRD# 2854356) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has over 15 years of experience in the finance industry. Nancy Ladd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ellen L. Dowling
CRD#: 4888265
541 N. Fairbanks Court, Suite 1060, Chicago, IL 60611
90
Wealthminder
score

Ellen Dowling (CRD# 4888265) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has 1 year of experience in the finance industry. Ellen Dowling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sarah E. Hinman
CRD#: 6519216
541 N. Fairbanks Ct., Suite 1060, Chicago, IL 60611
87
Wealthminder
score

Sarah Hinman (CRD# 6519216) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.