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Nicklaus Edwin Whitaker

Triad Wealth Partners, LLC

Lawrence, KS

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Current Employers
Triad Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-19
  • KS RA
    APPROVED
    Since 2024-01-19

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • 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
Tremont First Financial Services Tremont IL 01/2013 02/2021
Ae Wealth Management, Llc Topeka KS 05/2018 02/2021
Detail Peoria Peoria IL 01/2018 12/2021
Triad Partners, Llc Lawrence KS 01/2021 Present
Triad Wealth Partners, Llc Lawrence KS 06/2023 Present
  • 01/2013 → 02/2021
    Tremont First Financial Services
    Tremont, IL
  • 05/2018 → 02/2021
    Ae Wealth Management, Llc
    Topeka, KS
  • 01/2018 → 12/2021
    Detail Peoria
    Peoria, IL
  • 01/2021 → Present
    Triad Partners, Llc
    Lawrence, KS
  • 06/2023 → Present
    Triad Wealth Partners, Llc
    Lawrence, KS
Previous Registrations
  • 2023-08-11 → 2023-12-31
    Triad Wealth Partners, Llc
    Lawrence, KS
  • 2021-07-02 → 2023-03-17
    Triad Wealth Management, Llc
    Lawrence, KS
  • 2018-05-04 → 2021-02-11
    Ae Wealth Management, Llc
    Tremont, IL
  • 2016-06-02 → 2018-05-07
    Global Financial Private Capital, Inc.
    Tremont, IL
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-02
  • S65 Uniform Investment Adviser Law Examination
    2016-05-02
Other Names
  • Nick Whitaker

View on SEC IAPD

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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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