Lisa Rose Mange

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

• 03/2022 → 11/2022
  Grand Wealth Management, Llc
  Grand Rapids, MI
• 01/2021 → 02/2022
  Brookstone Capital Management
  Grand Rapids, MI
• 01/2019 → 12/2020
  Formulafolio Investments, Llc
  Grand Rapids, MI
• 09/2016 → 12/2018
  Farmers Insurance
  Caledonia, MI
• 06/2015 → 09/2016
  Farmers Insurance
  Caledonia, MI
• 11/2022 → 10/2023
  Morgan Stanley
  Grand Rapids, MI
• 10/2024 → 02/2025
  Strategic Investment Advisors, Llc
  Livonia, MI
• 12/2022 → 10/2023
  Morgan Stanley
  East Lansing, MI
• 01/2024 → 10/2024
  Strategic Investment Advisors, Llc
  Livonia, MI
• 02/2025 → 04/2026
  Mariner
  Overland Park, KS
• 06/2026 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2025-03-07 → 2026-05-01
  Mariner
  Grand Rapids, MI
  Grand Rapids, MI
• 2024-10-08 → 2025-03-05
  C2 Private Wealth
  Novi, MI
• 2022-11-11 → 2023-10-20
  Morgan Stanley
  East Lansing, MI
• 2022-03-11 → 2022-11-04
  Grand Wealth Management, Llc
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-01-07

Designations

• Certified Financial Planner

Other Names

• Lisa Rose Mange
• Lisa R Mange