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Jacob Merrill Golseth

Chadwick Financial

Colleyville, TX

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Current Employers
Chadwick Financial

6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-02-11
TX RA APPROVED 2025-10-09
  • LA RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2025-10-09

Branch Locations

6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chadwick Financial Bedford TX 01/2020 Present
Arnold Transportation Services Addison TX 07/2018 10/2019
University Of Arkansas Fayetville AR 10/2016 07/2018
University Of Arkansas Fayetville AR 05/2016 10/2016
Brookstone Weatlh Advisors, Llc Bedford TX 07/2021 05/2025
Triad Wealth Partners Lawrence KS 02/2025 06/2026
The Chad Golseth Agency, Inc. Dba Chadwick Financial Colleyville TX 10/2025 Present
  • 01/2020 → Present
    Bedford, TX
  • 07/2018 → 10/2019
    Arnold Transportation Services
    Addison, TX
  • 10/2016 → 07/2018
    University Of Arkansas
    Fayetville, AR
  • 05/2016 → 10/2016
    University Of Arkansas
    Fayetville, AR
  • 07/2021 → 05/2025
    Brookstone Weatlh Advisors, Llc
    Bedford, TX
  • 02/2025 → 06/2026
    Triad Wealth Partners
    Lawrence, KS
  • 10/2025 → Present
    The Chad Golseth Agency, Inc. Dba Chadwick Financial
    Colleyville, TX
Previous Registrations
Other Businesses

INSURANCE AGENT- INVESTMENT RELATED; COLLEYVILLE, TEXAS, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-03
  • S65 Uniform Investment Adviser Law Examination
    2021-09-03

View on SEC IAPD

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