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Brennan Tyler Sarbaugh

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 2024-10-08
  • KS RA
    APPROVED
    Since 2024-10-08

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
Foundations Investment Advisors, Llc Overland Park KS 01/2024 09/2024
Sarbaugh Advisory Services Overland Park KS 09/2023 08/2024
Sarbaugh Financial Overland Park KS 09/2023 08/2024
Safe Harbor Financial Planning Group Mission KS 04/2023 09/2023
True Peace Financial Solutions Overland Park KS 07/2021 03/2023
Micro Center Overland Park KS 03/2018 09/2021
Olathe South High School Olathe KS 08/2015 05/2019
Triad Wealth Partners, Llc Lawrence KS 08/2024 Present
  • 01/2024 → 09/2024
    Foundations Investment Advisors, Llc
    Overland Park, KS
  • 09/2023 → 08/2024
    Sarbaugh Advisory Services
    Overland Park, KS
  • 09/2023 → 08/2024
    Sarbaugh Financial
    Overland Park, KS
  • 04/2023 → 09/2023
    Safe Harbor Financial Planning Group
    Mission, KS
  • 07/2021 → 03/2023
    True Peace Financial Solutions
    Overland Park, KS
  • 03/2018 → 09/2021
    Micro Center
    Overland Park, KS
  • 08/2015 → 05/2019
    Olathe South High School
    Olathe, KS
  • 08/2024 → Present
    Triad Wealth Partners, Llc
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17

View on SEC IAPD

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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

More in Lawrence, KS

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