Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Dodge is an investment advisor representative with Triad Wealth Partners, LLC. Christy has been in the industry since April 2008. Christy is registered with the state of Kansas and has been actively working as an investment advisor representative for Triad Wealth Partners, LLC since March 2024. Christy has a Series 65 license and works with individuals and high net worth 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
05/16/2024 - Present
Triad Wealth Partners, LLC (LAWRENCE KS)
IA
Issued 01/05/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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