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Scott Michael Rinehart

Triad Wealth Partners, LLC

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About Scott Michael Rinehart

Scott Rinehart is a registered Investment Advisor Representative. Scott is currently employed by Triad Wealth Partners, LLC, where Scott is licensed to provide investment advisory services in Kansas. Scott has been in the securities industry since June 2013. Scott has passed the Series 65 exam. Scott specializes in portfolio management for individuals, portfolio management for businesses, financial planning and selection of other advisors. Scott has a total of 539 clients and manages approximately $145,459,022 in non-discretionary assets and $7,920,939 in discretionary assets for 3 high-net-worth clients. Scott is associated with Triad Wealth Partners, LLC, which is a registered investment advisor, and is located in Lawrence, Kansas.

Firm Information

Scott Rinehart 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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Scott Rinehart’s Registration & Firm History

KS

01/19/2024 - Present

Triad Wealth Partners, LLC (LAWRENCE KS)

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Licenses & Designations

IA

Issued 06/01/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Rinehart.
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