Robert
Wassel
Trinity Wealth Management LLC
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About this Advisor
Robert Wassel is a financial advisor based in Cincinnati, Ohio, working with Trinity Wealth Management LLC. Robert has previously held a position at Trinity Wealth Management LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Robert is part of Trinity Wealth Management LLC, which operates out of Cincinnati, Ohio. The firm has 4 employees and manages assets totaling $300.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Trinity Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Trinity Wealth Management LLC Brokerage Details
$300,300,000
4
904
$332,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Wassel Work History
Trinity Wealth Management LLC
Disclosures
Please visit the SEC profile of Robert Wassel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Wealth Management LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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