John Michael Scherer
CFP®, ChFC®, CLU®Professional Summary
John Michael Scherer, CFP®, ChFC®, CLU® is a registered financial advisor currently at TRINITY FINANCIAL PLANNING located in Middleton, Wisconsin. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Risk Management & Insurance
- Business Services
- Investment Management
Biography
John is the Principal and founder of Trinity Financial Planning, LLC. He started his financial services career in 1994 as a life insurance agent and later served as a financial planner at a fee-and-commission financial consulting firm specializing in estate planning and business compensation planning. Desiring to offer fee-only advice for a wide range of clientele, he opened Trinity in September 2001 to provide comprehensive, objective consulting to both the wealthy and those building their...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
SCHERER, JOHN MICHAEL | TRINITY FINANCIAL PLANNING, LLC | TRINITY FINANCIAL PLANNING
Contact Information
Main Address
6405 Century Ave #104, Middleton, WI 53562Phone Number
(608) 999-4049# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
277AUM (Assets Under Management)
$102,875,290Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/1/2022)
(4/2/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Michael Scherer's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Risk Management & Insurance
- Business Services
- Investment Management
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