Colton Elser Baysinger

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

• 01/2019 → 05/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2015 → 12/2018
  Top Tier Event Staff And Catering
  Lubbock, TX
• 08/2014 → 12/2018
  Texas Tech University
  Lubbock, TX
• 04/2021 → 10/2022
  Caliber Home Loans
  Copell, TX
• 01/2024 → Present
  Sullivan Financial Partners
  Southlake, TX
• 11/2025 → Present
  Triad Wealth Partners
  Lawrence, KS
• 11/2022 → 12/2024
  Unemployed
  Fairview, TX

Other Businesses

1. International Wealth Management DBA Sullivan Financial Partners; 141 Countryside Ct Suite 100, Southlake, TX 76092; Insurance Agent Selling Fixed Insurance, Annuities and Fixed Indexed Annuities; Corp; Date Started 01/2024; 20 Hours/Month/20 During Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-22
• S63 Uniform Securities Agent State Law Examination
  2019-08-12