Blake Andrew Matzke

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

• 08/2019 → 05/2020
  Powercat Financial
  Manhattan, KS
• 05/2019 → 08/2019
  Jones Advisory Group
  Topeka, KS
• 08/2018 → 05/2019
  Full Time Student
  Manhattan, KS
• 06/2018 → 07/2018
  Unemployed
  Silver Lake, KS
• 08/2017 → 05/2018
  Kansas State Rec Services
  Manhattan, KS
• 06/2017 → 08/2017
  Advisors Excel
  Topeka, KS
• 08/2016 → 05/2017
  Kansas State Rec Services
  Manhattan, KS
• 09/2020 → 05/2021
  Thrivent Investment Management Inc
  Overland Park, KS
• 12/2020 → 05/2021
  Thrivent Financial
  Appleton, WI
• 06/2021 → 07/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2021 → 07/2023
  Ae Financial Services, Llc
  Topeka, KS
• 05/2020 → 09/2020
  Unemployed
  Manhattan, KS
• 08/2023 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-17
• S63 Uniform Securities Agent State Law Examination
  2021-01-23