Zachary Michael Zager

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2016
  Centennial Wealth Advisory, Llc
  Austin, TX
• 09/2016 → Present
  Lakeview Retirement Planning
  Spicewood, TX
• 04/2014 → Present
  Southern Draw
  Austin, TX
• 09/2016 → 06/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2022 → Present
  Foundations Investment Advisors, Llc
  Spicewood, TX
• 09/2025 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Previous Registrations

• 2022-06-03 → 2025-09-10
  Foundations Investment Advisors Llc
  Austin, TX
  Spicewood, TX
  Phoenix, AZ
• 2016-11-16 → 2022-06-03
  Ae Wealth Management, Llc
  Spicewood, TX
  Spicewood, TX
  Austin, TX
• 2015-11-17 → 2016-11-02
  Centennial Wealth Advisory, Llc
  Austin, TX

Other Businesses

LAKEVIEW RETIREMENT PLANNING, INVESTMENT RELATED, 20308 Hwy 71 W. Suite 4, SPICEWOOD, TX 78669, INSURANCE SALES, OWNER, 09/2016-PRESENT, APPROX 80 HOURS PER MONTH, 140 DURING TRADING HOURS, DUTIES INCLUDE SALES OF LIFE INSURANCE AND ANNUITY POLICIES TO CLIENTS, MEETING WITH CLIENTS, PREPARING ILLUSTRATIONS AND PAPERWORK.2. SOUTHERN DRAW , NOT INVESTMENT RELATED; 16300 SPILLMAN RANCH LOOP, AUSTIN, TX 78738;CIGAR SALES; MEMBER (LLC); 04/2014- PRESENT; APPROX 0 HOURS PER MONTH; 0 DURING TRADING HOURS ; PARTIAL OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-28
• S63 Uniform Securities Agent State Law Examination
  2000-11-07

Other Names

• Zac M Zager