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Adrianne Lynn Valkar

Trinity Capital Management, LLC

Overland Park, KS

CRD 5406420

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Employer firm

Trinity Capital Management, LLC CRD 140946

$55.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Trinity Capital Management, Llc

7700 Shawnee Mission Parkway Suite 315, Overland Park, KS 66202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-16
KS RA APPROVED 2007-11-26
MO RA APPROVED 2007-10-29
  • TX RA
    APPROVED_RES
    Since 2024-02-16
  • KS RA
    APPROVED
    Since 2007-11-26
  • MO RA
    APPROVED
    Since 2007-10-29

Branch Locations

7700 Shawnee Mission Parkway Suite 315, Overland Park, KS 66202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Capital Management, Llc Kansas City MO 04/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-27
  • S65 Uniform Investment Adviser Law Examination
    2007-10-27

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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