Trinity Financial Planning

Trinity Financial Planning (CRD# 115924) is a financial advisory firm headquartered in Middleton, WI. They manage $82,841,918 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6405 Century Ave #104, Middleton, WI 53562
https://www.linkedin.com/company/trinity-financial-planning-llc/
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $313,795
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Trinity Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Moore, financial advisor Middleton WI
Nicholas S. Moore
CRD#: 5962681
6405 Century Ave #104, Middleton, WI 53562

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.

2
John Scherer, financial advisor Middleton WI
John M. Scherer
CRD#: 2603969
6405 Century Ave #104, Middleton, WI 53562

John Scherer (CRD# 2603969) is an Investment Advisor Representative working at Trinity Financial Planning in Middleton, WI and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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