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Dante Anthony Smith

Triad Wealth Partners, LLC

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About Dante Anthony Smith

Dante Anthony Smith is a financial advisor with Triad Wealth Partners, LLC in Lawrence, KS. Dante has been in the industry since 2014, and has experience at both American Financial Network Advisory Services, LLC and DFPG INVESTMENTS, INC. Dante has a series 66, SIE and Series 7 licenses. Dante works with high-net-worth individuals and other individuals, providing financial planning, portfolio management, and selection of other advisers.

Firm Information

Dante Smith is currently registered with Triad Wealth Partners, LLC. Triad Wealth Partners, LLC is a registered investment advisor located in Lawrence, KS. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $153.4 million in assets for 1,191 clients, including individuals, high net worth individuals, and other investment advisors.
Triad Wealth Partners, LLC

730 NEW HAMPSHIRE ST., UNIT 222

LAWRENCE, KS 66044

$153.38M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dante Smith’s Registration & Firm History

KS

07/12/2024 - Present

Triad Wealth Partners, LLC (LAWRENCE KS)

CA

10/27/2017 - 12/31/2018

DFPG INVESTMENTS, INC. (Calabasas CA)

AZ

01/01/2017 - 11/08/2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 01/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dante Anthony Smith.
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