AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

John William Wimbiscus

TRINITY FINANCIAL ADVISORS LLC·CHICAGO, Illinois
Series 2, Series 65Clean record26 years registeredTRINITY FINANCIAL ADVISORS LLC
541 NORTH FAIRBANKS COURT, CHICAGO, IL 60611-3319CRD# 2771598Firm CRD# 111681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John William Wimbiscus · CHICAGO, IL
Registration
CRD #2771598 · TRINITY FINANCIAL ADVISORS LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

BATES FINANCIAL ADVISORS, INC.
May 2026 – present
THE MATHER GROUP, LLC
Feb 2021 – Nov 2023
CHICAGO, IL
TRINITY FINANCIAL ADVISORS LLC
Sep 1999 – Feb 2021
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · September 16, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRINITY FINANCIAL ADVISORS LLC
CRD 111681 · SEC 801-57843
AUM
$212M
Regulatory assets under management
Employees
9
635 client accounts
Services offered by TRINITY FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRINITY FINANCIAL ADVISORS LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John William Wimbiscus offer?
John William Wimbiscus specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are John William Wimbiscus's credentials?
John William Wimbiscus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John William Wimbiscus located?
John William Wimbiscus is based in CHICAGO, Illinois, working with TRINITY FINANCIAL ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does John William Wimbiscus charge for services?
John William Wimbiscus's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY FINANCIAL ADVISORS LLC?
TRINITY FINANCIAL ADVISORS LLC has approximately 9 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL
Terence John Toth
PROMUS CAPITAL, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile