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David Robert Seufer

Triad Wealth Partners, LLC

Lawrence, KS

Aurora, CO

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Current Employers
Triad Wealth Partners, Llc

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-21
  • CO RA
    APPROVED
    Since 2024-11-21

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Aurora, CO • 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
Fidelity Personal And Workplace Advisors Denver CO 07/2018 07/2019
Wealthsource Partners, Llc Centennial CO 09/2019 10/2020
Strategic Advisers Llc Denver CO 07/2013 07/2018
Fidelity Brokerage Services Llc Denver CO 06/2013 07/2019
Wealthsource Partners, Llc Parker CO 10/2020 08/2021
Wealthsource Partners, Llc Aurora CO 08/2021 11/2022
Gravitas Wealth Planning Lone Tree CO 02/2023 12/2025
Nectarine Aurora CO 05/2024 11/2024
Triad Wealth Partners, Llc Lawrence KS 11/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-01
  • S66 Uniform Combined State Law Examination
    2009-09-01
Designations
Other Names
  • David Seufer

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MATTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC
RETIREMENT PORTFOLIOS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp
RODNEY BRYAN MILLER
DALE STEVEN BOURNE
RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
THOMAS WILLIAM LOHMEYER

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS
MATTERN WEALTH MANAGEMENT LLC · LAWRENCE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Lawrence, KS
CREATIVEONE SECURITIES, LLC · LAWRENCE, KS
RETIREMENT PORTFOLIOS, LLC · LAWRENCE, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAWRENCE, KS

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