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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Sarbaugh is an investment advisor representative at Triad Wealth Partners, LLC. Brennan has been in the industry since 2015 and is licensed in Kansas. Brennan holds a Series 65 license. Brennan has experience working with high-net-worth individuals and individuals other than high-net-worth. Triad Wealth Partners, LLC is a fee-based firm that provides financial planning, selection of other advisers, and portfolio management for individuals and businesses. They also offer investment advisory services for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
10/08/2024 - Present
Triad Wealth Partners, LLC (LAWRENCE KS)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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