Scott Michael Rinehart

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

• 06/2017 → 08/2023
  Carlson Financial
  Topeka, KS
• 06/2013 → 06/2017
  Westar Energy
  Topeka, KS
• 08/2017 → 10/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 09/2022 → 12/2023
  Verifi Financial Llc
  Topeka, KS
• 08/2023 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Previous Registrations

• 2023-12-05 → 2023-12-31
  Triad Wealth Partners, Llc
  Lawrence, KS
• 2022-11-09 → 2023-12-01
  Verifi Financial
  Topeka, KS
• 2022-01-12 → 2023-08-30
  Carlson Financial
  Topeka, KS
• 2018-10-18 → 2021-12-31
  Carlson Financial
  Topeka, KS
• 2017-08-31 → 2019-04-26
  Global Financial Private Capital, Inc.
  Topeka, KS
  Sarasota, FL

Other Businesses

The name of the other business: Denali Financial Group; Investment-related: Yes; Address: 2655 SW Wanamaker Rd, Topeka, Kansas, 66614; Position: Passive Investor; the start date: 7/1/2024; Approximate number of hours/month: 1; Number of hours you during trading hours: 0; Compensation: None; Denali will be engaging Triad Wealth's TAMP and Planning services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-01

Other Names

• Scott Rinehart