Timothy Peter Marcinek

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

• 03/2014 → 04/2022
  Dagco Inc D/B/A Cornerstone Wealth Management
  Westlake, OH
• 04/2022 → 04/2023
  Mclean Asset Management Corporation
  Tysons, VA
• 08/2022 → 04/2023
  Aurelius Family Office, Llc
  Westlake, OH
• 04/2023 → 07/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2023 → 07/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2026 → Present
  Preservation Retirement Services
  Fairview Park, OH
• 07/2026 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2023-04-13 → 2026-08-11
  Cambridge Investment Research Advisors, Inc.
  North Olmstead, OH
• 2022-10-04 → 2023-04-05
  Aurelius Family Office, Llc
  Westlake, OH
  Bedford, NH
• 2022-05-03 → 2022-12-31
  Mclean Asset Management Corp.
  Tysons, VA
  Westlake, OH
• 2014-04-08 → 2022-03-17
  Cornerstone Wealth Management
  Westlake, OH
• 2014-01-24 → 2014-05-21
  Westshore Financial
  Westlake, OH
• 2011-03-29 → 2014-01-29
  Prosperity Capital Advisors
  Westlake, OH
  Westlake, OH

Other Businesses

1.Name of Business: WESTSHORE FINANCIAL LLC; Investment Related: No; Address of Business: Westlake, OH 44145; Nature of Business: Tax Preparation Practice; Start date: 08/01/2024; Position/Title: President; Approximate hours per month: 10 HR/MO, 0 HR/MO TRADING. Duties related to business: Tax preparation for individuals and families

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-17
• S65 Uniform Investment Adviser Law Examination
  2011-02-04

Designations

• Chartered Financial Consultant

Other Names

• Tim Marcinek