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Ken Kollmeyer

TRINITY FIDUCIARY PARTNERS, LLC·IRVING, Texas
Unclaimed Profile
106 DECKER COURT, IRVING, TX 75062CRD# 5273558Firm CRD# 133873
01

About

Ken Kollmeyer is a registered financial advisor based in IRVING, Texas, affiliated with TRINITY FIDUCIARY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRINITY INVESTMENT MANAGEMENT, LLC
TRINITY INVESTMENT MANAGEMENT, LLC
AUM
$115M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRINITY INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5273558
Firm CRD# 133873
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ken Kollmeyer offer?
Ken Kollmeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.
What are Ken Kollmeyer's credentials?
Ken Kollmeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ken Kollmeyer located?
Ken Kollmeyer is based in IRVING, Texas, working with TRINITY FIDUCIARY PARTNERS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Ken Kollmeyer charge for services?
Ken Kollmeyer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY FIDUCIARY PARTNERS, LLC?
TRINITY FIDUCIARY PARTNERS, LLC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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