TRINITY FINANCIAL PLANNING

TRINITY FINANCIAL PLANNING of MIDDLETON, WI is an SEC-registered investment adviser (CRD 115924). Regulatory assets under management: $102.9M.

Registration

• CRD: 115924
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search