Walter Maziarz, financial advisor Bloomfield Hills MI

Walter Maziarz

CRD Number: 734048
Current Firm: Trinity Wealth Solutions LLC

Walter Maziarz (CRD# 734048) is an Investment Advisor Representative working at Trinity Wealth Solutions LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Trinity Wealth Solutions LLC Sterling Heights, MI Jan 2023 - Current 1
Trinity Tax Service LLC Sterling Height, MI May 2014 - Current 10
Maziarz Tax Service Sterling Hts, MI Sep 2011 - Current 12
Trinity Wealth Solutions LLC Sterling Heights, MI Sep 1998 - Current 25
Cetera Financial Specialists LLC Schaumburg, IL Aug 1998 - Current 25
Cetera Investment Advisers LLC Schaumburg, IL Aug 1998 - Current 25
Maziarz Tax Service LLC Sterling Heights, MI Jan 1995 - Current 29
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for Walter Maziarz
Phone Number: 586-873-8156
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $395,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI, TX

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