Christen Ann Biddlestone
Investment adviser representative at Trinity Financial Advisors LLC
18 yearsExperience
1 stateRegistered in
$670MFirm assets
11 yearsFirm in business
Are you Christen Ann Biddlestone? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Trinity Financial Advisors LLCMay 2026 to now
- Maxtown Medical CorpNov 2022 to May 2026
- Nationwide InsuranceJun 2017 to Nov 2022
- Diamond Hill Capital ManagementOct 2008 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Trinity Financial Advisors LLC
$670MAssets managed
210Clients
6Advisers
11 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
- 8312078
- Firm CRD
- 133191