Chad W. Golseth

TRIAD WEALTH PARTNERS

Colleyville, TX 76034

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CRD#: 2754547

Professional summary

Chad William Golseth, who also goes by Chad W Golseth, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Colleyville, Texas and CHADWICK FINANCIAL located in Colleyville, Texas.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Chad has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad W Golseth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad William Golseth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 25, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 6513 Colleyville Blvd. Suite 200, Colleyville, TX 76034Office #2: 2128 Parkwood Drive, Bedford, TX 76021

RIA

CRD#: 326523

Colleyville, TX

Current

October 7, 2025 - Present

CHADWICK FINANCIAL

Office #1: 6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034

RIA

CRD#: 337228

COLLEYVILLE, TX

Past

June 20, 2019 - January 4, 2022

WORLD EQUITY GROUP, INC.

CRD#: 29087

Bedford, TX

Past

September 14, 2015 - July 25, 2019

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

Bedford, TX

Past

February 12, 2014 - May 29, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

BEDFORD, TX

Past

January 14, 2013 - February 13, 2014

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

BEDFORD, TX

Past

January 11, 2013 - September 24, 2013

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

BEDFORD, TX

Past

February 18, 2005 - December 7, 2012

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

BEDFORD, TX

Past

July 1, 2003 - December 7, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 22, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

June 5, 1998 - August 24, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 14, 1996 - June 10, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523 / SEC#: 801-128150

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(2/19/2026)

IAR

Texas
(2/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/31/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/13/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/6/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/1/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523 / SEC#: 801-128150

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

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Contact information

Main Address

730 New Hampshire St., Unit 222, Lawrence, KS 66044

Mailing Address

Phone number

(785) 830-0000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)

TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,978
AUM (Assets Under Management)	$ 424,994,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Chad W. Golseth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad William Golseth's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHADWICK FINANCIAL

WORLD EQUITY GROUP, INC.

TAYLOR CAPITAL MANAGEMENT INC.

BROOKSTONE WEALTH ADVISORS, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/1996

Series 63

Date: 7/12/1996

SIE

Date: 10/1/2018

Series 3

Date: 7/31/2003

Series 7

Date: 6/13/1996

Series 10

Date: 5/6/2003

Series 9

Date: 4/1/2003

Current Firm

TRIAD WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIAD WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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