WM
Walter Maziarz
TRINITY WEALTH SOLUTIONS LLC
Sterling Heights, MI 48312
Some features on this profile are disabled
CRD#: 734048
WM
Professional summary
Walter Maziarz is a registered financial advisor currently at TRINITY WEALTH SOLUTIONS LLC located in Sterling Heights, Michigan.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Walter has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) NAME OF OTHER BUSINESS: TRINITY WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2014; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: MAZIARZ TAX SERVICE LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PLANNING AND PREPARATION ; START DATE: 04/2018 ; POSITION/TITLE/RELATIONSHIP: CPA / OWNER ; APX NUMBER OF HOURS PER WEEK: 30-40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES ; 3) DBA: TRINITY WEALTH SOLUTIONS, INVESTMENT RELATED, 900 WILSHIRE DR. STR. 200, TROY, MI 48084, FEE BASED MONEY MANAGEMENT SERVICE FOR CATHOLIC AND CHRISTIAN RETIREES, START MAY 2014, 40 HOURS PER WEEK - DURING MARKET HOURS., WEALTH MANAGER. 4) TRINITY TAX SERVICE LLC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; TAX PREPARATION; START 6/2015; 5 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER. 5) NAME OF OTHER BUSINESS: POLONIA ANGELS ; INVESTMENT RELATED: NO ADDRESS: 150 W. JEFFERSON SUITE 2500. DETROIT MI 48226 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS ; APX NUMBER OF HOURS PER WEEK: 0-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0-2 ; BRIEF DESCRIPTION OF DUTIES: PROMOTE INVESTMENT STARTUP OPPORTUNITIES IN POLAND ; 6) NAME OF OTHER BUSINESS: AMERICAN POLISH CULTURAL SOCIETY; INVESTMENT RELATED: NO; ADDRESS: 2975 E. MAPLE RD, TROY, MI 48083; NATURE OF BUSINESS: NON-PROFIT; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ADVISE & VOTE ON FINANCIAL & CULTURAL EVENTS TO PROMOTE POLISH HISTORY & CULTURE; 7) NAME OF OTHER BUSINESS: AMERICAN POLISH CULTURAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 2975 E. MAPLE RD, TROY, MI, 48083; NATURE OF BUSINESS: NON-PROFIT; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MEET MONTHLY REGARDING MAKING EXPENDITURE & REVENUE DECISIONS; Name of outside business: Polish Institute of Culture & Research; Is the business investment related: No; Location of the business: 3535 Commerce Rd., Orchard Lake Village, MI 48324 Orchard Lake Village MI 48324 USA; oba street address: 3535 Commerce Rd., Orchard Lake Village, MI 48324; Position Title: Board Member; Responsibilities Duties: Make recommendations to promote Polsih culture and history in Detroit Metro Area. Review budget and expenditures to promote Polish culture and history.; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3;
CRS (Client Relationship Summary) - RIA
Click below to view Walter Maziarz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 29, 2023 - Present
TRINITY WEALTH SOLUTIONS LLC
Office #1: 38800 Van Dyke Ave. 800, Sterling Heights, MI 48312Office #2: 36330 Woodward Ave. Suite 100, Bloomfield Hills, MI 48304RIA
CRD#: 324183
Sterling Heights, MI
Past
July 20, 2010 - January 30, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
STERLING HEIGHTS, MI
Past
September 9, 1998 - January 30, 2023
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
STERLING HEIGHTS, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/29/2023)
IAR
Texas(1/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
TRINITY WEALTH SOLUTIONS LLC
TRINITY WEALTH SOLUTIONS LLC
CRD#: 324183 / SEC#:
Michigan
Registered Investment Advisory firm - (12/20/2022 Approved)Texas
Registered Investment Advisory firm - (1/18/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
38800 Van Dyke Ave. 800, Sterling Heights, MI 48312
Mailing Address
Phone number
(586) 873-8156
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 46,021,005 |
Red Flags
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.
