Nicklaus Edwin Whitaker

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

• 01/2013 → 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

• S65 Uniform Investment Adviser Law Examination
  2016-05-02

Other Names

• Nick Whitaker