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John William Oldengarm

Investment Adviser Representative at TRINITY CAPITAL MANAGEMENT, LLC

Ontario, CACRD #2701091Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/1/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/31/1996
Series 7
General Securities Representative Examination
Passed 3/18/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/23/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Trinity Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRINITY CAPITAL MANAGEMENT, LLC
10/3/20135/28/2026Ontario, CA
TRINITY FINANCIAL PARTNERS
1/25/20009/24/2013Ontario, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TRINITY CAPITAL MANAGEMENT, LLC

5 other advisors in the directory

View TRINITY CAPITAL MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John William Oldengarm has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John William Oldengarm - Financial Advisor in Ontario, CA | AdvisorFinder