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TRINITY FINANCIAL PLANNING
TRINITY FINANCIAL PLANNING, LLC
CRD 115924
6405 CENTURY AVE #104, MIDDLETON, WI, 53562, United States
Phone
608-999-4049
Fax
608-999-4049
Registration
— (—)
Source
State registered
Total AUM
$102.9M
Discretionary AUM
$102.9M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $18.8M |
| High net worth individuals | 32 | $84.1M |
All web addresses on file
Official SEC filing: View on IAPD