Robert
Wassel

Trinity Wealth Management LLC

CRD#4728480
Investment Advisor
in Cincinnati, OH

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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

Series 63, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8040 Hosbrook Road Suite 220
Cincinnati, OH 45236

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Trinity Wealth Management LLC Brokerage Details

Total Assets Under Management

$300,300,000

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

904

OH Average: 1,972
Average Account Size

$332,190

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Wassel Work History

2009 - Present (15 years)

Trinity Wealth Management LLC

Created with Highcharts 6.0.7

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

John Dexter
Cincinnati, OH
Robert Wassel
Cincinnati, OH
Charles Kuhn
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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