Skip to content

Trident FinancialFinancial advisor in Waukesha, WI

Trident Financial is a financial advisor at 2212 E Moreland Blvd #100, Waukesha, WI 53186, ranked #33 of 234 financial advisors in Waukesha and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waukesha, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 218-4025Website ↗

Key facts

Key facts about Trident Financial
Address2212 E Moreland Blvd #100, Waukesha, WI 53186Get directions
Phone(262) 218-4025
Websitetrident-financial.com
HoursMonday to Thursday: 8:30 AM – 6 PM; Friday: 8:30 AM – 3 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waukesha and 11 towns within 25 miles: Brookfield, New Berlin, Sussex, Muskego, West Allis, Wauwatosa, Greenfield, Menomonee Falls, Greendale, Franklin and Milwaukee.

Based in Waukesha, WIView on map

Opening hours

Opening hours for Trident Financial
DayHours
Monday8:30 AM – 6 PM
Tuesday8:30 AM – 6 PM
Wednesday8:30 AM – 6 PM
Thursday8:30 AM – 6 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trident Financial

How is Trident Financial ranked in Waukesha?

Trident Financial is ranked #33 of 234 financial advisors in Waukesha by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Trident Financial’s hours?

Trident Financial is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 6 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trident Financial serve?

Serves Waukesha and 11 towns within 25 miles: Brookfield, New Berlin, Sussex, Muskego, West Allis, Wauwatosa, Greenfield, Menomonee Falls, Greendale, Franklin and Milwaukee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Trident Financial?

Trident Financial has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trident Financial?

Call Trident Financial on (262) 218-4025. The business is at 2212 E Moreland Blvd #100, Waukesha, WI 53186. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Trident Financial? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Trident Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trident Financial (this business)—665.0 (7)NoNo
Landmark Credit Union#31663.6 (171)YesNo10.8 mi
Northbound Financial Services#32665.0 (7)YesNo3.6 mi
1st Opulence Financial#34665.0 (37)NoNo24.7 mi

See all 234 ranked financial advisors in Waukesha