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).

Current Firm Details
405 East Forest Street, Suite 106, Oconomowoc, WI 53066
http://www.trinitywmllc.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $283,333
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.

TX, 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 14 years of experience in the finance industry.

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