ES
CFP
ES
CFP

Eric Paul Steiner

32 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersInvestment ManagementTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
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Location

132 W Washington Ave Suite 200, St. Louis, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is self-employed in the insurance industry and receives residuals from previous annuity, long-term care, and disability sales for Allmerica. He spends minimal time on this activity as it is inactive.

Employment History
Current Registrations
Trinity Wealth Advisors LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2001 - May 2019 · 18 yrs 2 mos
Allmerica Investments, INC.Broker
April 1993 - March 2001 · 7 yrs 11 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.