Trinity Wealth Management LLC

Trinity Wealth Management LLC (CRD# 171854) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $8,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
405 East Forest Street, Suite 106, Oconomowoc, WI 53066
http://www.trinitywmllc.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $160,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

WI

Financial Advisors at Trinity Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Casey O'leary, financial advisor Oconomowoc WI
Casey E. O'leary
CRD#: 4680454
405 East Forest Street, Suite 106, Oconomowoc, WI 53066
93
Wealthminder
score

Casey O'leary (CRD# 4680454) is an Investment Advisor Representative working at Trinity Wealth Management LLC in Oconomowoc, WI and has over 13 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.

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