David Robert Seufer

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

• 07/2018 → 07/2019
  Fidelity Personal And Workplace Advisors
  Denver, CO
• 09/2019 → 10/2020
  Wealthsource Partners, Llc
  Centennial, CO
• 07/2013 → 07/2018
  Strategic Advisers Llc
  Denver, CO
• 06/2013 → 07/2019
  Fidelity Brokerage Services Llc
  Denver, CO
• 10/2020 → 08/2021
  Wealthsource Partners, Llc
  Parker, CO
• 08/2021 → 11/2022
  Wealthsource Partners, Llc
  Aurora, CO
• 02/2023 → 12/2025
  Gravitas Wealth Planning
  Lone Tree, CO
• 05/2024 → 11/2024
  Nectarine
  Aurora, CO
• 11/2024 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Previous Registrations

• 2023-04-13 → 2025-11-25
  Gravitas Wealth Planning
  Aurora, CO
• 2024-05-08 → 2024-11-22
  Nectarine
  Aurora, CO
  San Diego, CA
• 2019-09-30 → 2022-11-30
  Wealthsource®
  Centennial, CO
  Parker, CO
  Aurora, CO
• 2018-07-13 → 2019-07-24
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-07-30 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
• 2011-07-26 → 2013-02-11
  Bancwest Investment Services, Inc.
  Berthoud, CO
  Fort Collins, CO
  Greeley, CO
  Fort Collins, CO
  Greeley, CO
  Loveland, CO
  Fort Collins, CO
• 2009-09-03 → 2011-07-21
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2009-09-01

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Seufer