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CT

Chad M. Treaster

POSTROCK PARTNERS LLC
Overland Park, KS 66204
Some features on this profile are disabled
CRD#: 4262411
CT

Professional summary

Chad Michael Treaster is a registered financial advisor currently at POSTROCK PARTNERS LLC located in Overland Park, Kansas.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Chad has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Treaster'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

June 14, 2024 - Present

POSTROCK PARTNERS LLC

Office #1: 6700 Antioch Road Suite 470, Overland Park, KS 66204
RIA
CRD#: 328865
Overland Park, KS
Past

December 12, 2000 - August 19, 2011

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI

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".
PP
POSTROCK PARTNERS LLC
POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA
Registered Investment Advisory firm - (11/30/2023 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
Kansas
(6/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/11/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PP
POSTROCK PARTNERS LLC
POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA
Registered Investment Advisory firm - (11/30/2023 Approved)
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Contact information

Main Address
6700 Antioch Road Suite 470, Overland Park, KS 66204
Mailing Address
Phone number
(913) 308-8030
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

POSTROCK DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND BROCHURE SUPPLEMENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 449,670,406

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.

Company Information

POSTROCK PARTNERS LLC

CRD#: 328865Overland Park, KS 66204

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