Eric Paul Steiner

Employer firm

Trinity Wealth Advisors LLC CRD 109452

$282M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → 09/2019
  Trinity Wealth Securities, L.L.C.
  St. Louis, MO
• 03/2001 → 12/2020
  Trinity Wealth Advisors, L.L.C.
  St. Louis, MO
• 01/2021 → Present
  Trinity Wealth Advisors
  St. Louis, MO

Other Businesses

NAME OF BUSINESS: SELF EMPLOYED INVESTMENT RELATED: NO ADDRESS: 14910 COUNTRY RIDGE DRIVE CHESTERFIELD, MO 63017 TYPE OF BUSINESS: INSURANCE ROLE: SOLD ANNUITIES FOR ALLMERICA, (LTC & DISABILITY) # OF HOURS SPENT PER MONTH: 0 # OF HOURS DEVOTED DURING TRADING HOURS: 0 START DATE: 2001 DUTIES: INACTIVE - RECIEVE RESIDUALS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-04
• S63 Uniform Securities Agent State Law Examination
  1993-04-14

Designations

• Certified Financial Planner