# TRINITY FINANCIAL PLANNING

TRINITY FINANCIAL PLANNING of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 115924
- Type: SEC-registered investment adviser
- Location: 6405 CENTURY AVE #104, MIDDLETON, WI, 53562
- Phone: 608-999-4049
- Latest filing: 2026-03-18
- Regulatory AUM: $102.9M
- Discretionary AUM: $102.9M
- Clients: 3
- Accounts: 277

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115924/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115924/similar
- Related entities: https://search.stillhousedata.com/firm/115924/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115924

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.