Our Partners

trinity securities logo

Trinity Wealth Securities, L.L.C. operates as a brokerage firm. Trinity Wealth Securities, LLC.  Is a full-service independent broker-dealer which offers financial advisory services, brokerage support, third-party equity research, and fixed-income and equity trading. These are the right resources and market perspective to support your investment needs. The Company also specializes in the business of buying and selling securities such as stocks, bonds, mutual funds, and certain other investment products. Trinity Wealth Securities conducts business in the United States. They help families put their wealth to work for a greater purpose, using advanced wealth management and investment strategies.  Trinity is one of the St. Louis area’s leading wealth advisors in meeting the specialized needs of financially established families.


Fidelity Investments is an investment management company which is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management. It was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity and fixed income, and balanced for investors, businesses, financial advisors, and institutional investors. Fidelity Investments is based in Boston, Massachusetts.


Charles Schwab is America’s largest and most successful RIA custodian. Schwab Advisor Services provides custodial, trading, technology, practice management, and operations support services to over 7,000 independent registered investment advisors (RIAs), representing over $700 billion in assets under management.

For over 25 years they’ve served the needs of RIAs and helped advance an industry that helps independent registered investment advisors and their clients thrive. Through decades of experience, they know that there is no one-size-fits-all approach to serving RIAs, and they work to provide advisors with personalized support, best-in-class products, and hands-on expertise to help each advisor meet his or her goals.


Amerlife is a national leader in the development, marketing and distribution of annuity, life and health insurance solutions

Over the years, AmerLife has built strong relationships with many of the nation’s top-rated life and health insurance companies.  Amerlife partners with their carriers to make people's lives better.


AIPMA is focused on supporting agencies and individual retail agents of varying production levels and sizes from across the country. But unlike other IMOs, AIPMA doesn’t simply focus its attention on its top-tier producers and ignore the smaller guys.

Their customized technology and specialized tools allow them to provide smaller wholesalers and agents (who often have a hard time fitting in at the larger IMOs) the same world-class service they provide to their largest members.  They are committed to helping their clients achieve the growth that they want.