Trinity Wealth Management LLC
Trinity Wealth Management LLC (CRD# 171854) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $8,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$283,333
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Casey O'leary (CRD# 4680454) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Oconomowoc, WI and has over 14 years of experience in the finance industry.