Brennan Tyler Sarbaugh

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

• 01/2024 → 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

• 2024-01-05 → 2024-09-10
  Foundations Investment Advisors Llc
  Overland Park, KS
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-17