Dennis Zeimet is a CFP-designated registered investment advisor at Trinity Strategic Wealth, based in Tulsa, OK, with 22 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,746 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Strategic Wealth offers investment management services through a wrap fee program. The annual fee is a percentage of your portfolio's value, up to 1.75%. Fees are generally paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Clients who were previously clients of personnel at an unaffiliated advisory firm may be billed in arrears according to their historical fee schedules. The firm may recommend borrowing money to purchase additional securities, which presents a conflict of interest.
Location
1375 E. 71st Street, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is a finance/investment committee member at First Baptist Church, Claremore Oklahoma, and is involved with Millicon Properties, LLC (rental real estate). He also has roles at Trinity Strategic Wealth and Tulsa Wealth Advisors, Inc., dedicating minimal time to each activity.
Employment History
Current Registrations
Trinity Strategic Wealth
Cabot Lodge Securities LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Foundation Freedom Advisory Services
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.