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John William Oldengarm

Trinity Capital Management, LLC

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About John William Oldengarm

John William Oldengarm is an investment advisor representative registered with the state of California. John is associated with Trinity Capital Management, LLC, and has been with them since 2013. John has a wide range of experience in the financial industry, with previous employment at several other firms, including FINANCIAL NETWORK INVESTMENT CORPORATION and PENSION PLANNERS SECURITIES, INC.. John holds the Series 6, Series 7, and Series 63 licenses, as well as the Series 65 license.

Firm Information

John Oldengarm is currently registered with Trinity Capital Management, LLC. Trinity Capital Management, LLC is an investment advisor based in Santa Barbara, California. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. With over $413 million in regulatory assets under management, Trinity Capital Management specializes in helping clients achieve their long-term financial goals.
Trinity Capital Management, LLC

607 DE LA VISTA AVE.

SANTA BARBARA, CA 93103

$413.74M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Oldengarm’s Registration & Firm History

CA

01/01/2025 - Present

Trinity Capital Management, LLC (ONTARIO CA)

CA

08/13/2008 - 10/11/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (ONTARIO CA)

CA

11/26/2007 - 08/13/2008

PENSION PLANNERS SECURITIES, INC. (ONTARIO CA)

CA

05/19/2000 - 12/12/2007

NFP SECURITIES, INC. (ONTARIO CA)

VT

01/26/1996 - 05/26/2000

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 10/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Oldengarm.
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