Trinity Financial Planning

Trinity Financial Planning (CRD# 115924) is a financial advisory firm headquartered in Middleton, WI. They manage $25,924,774 in 181 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $143,231
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
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.

MN, WI

Financial Advisors at Trinity Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
John M. Scherer
CRD#: 2603969
6405 Century Ave #104, Middleton, WI 53562
96
Wealthminder
score

John Scherer (CRD# 2603969) is an Investment Advisor Representative working at Trinity Financial Planning in Middleton, WI and has over 21 years of experience in the finance industry. John Scherer 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.

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