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John William Wimbiscus

TRINITY FINANCIAL ADVISORS LLC·CHICAGO, Illinois
Clean recordTRINITY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John William Wimbiscus is a registered financial advisor based in CHICAGO, Illinois, affiliated with TRINITY FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRINITY FINANCIAL ADVISORS LLC
TRINITY FINANCIAL ADVISORS LLC
AUM
$212M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TRINITY FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2771598
Firm CRD# 111681
View on FINRA BrokerCheck →

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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.
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Research
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