Eric Paul Steiner
Investment adviser representative at Trinity Wealth Advisors LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$281.5MFirm assets
Are you Eric Paul Steiner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Trinity Wealth Advisors, L.L.C.Mar 2001 to now
- Trinity Wealth Securities, L.L.C.Mar 2001 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Trinity Wealth Advisors LLC
Legal name: Trinity Wealth Advisors, L.L.C.
$281.5MAssets managed
132Clients
3Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2334702
- Firm CRD
- 109452