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Zachary M. Zager
TRIAD WEALTH PARTNERS
SPICEWOOD, TX 78669
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CRD#: 4281303
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Professional summary
Zachary Michael Zager, who also goes by Zac M Zager, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Spicewood, Texas.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Zachary has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zac M Zager
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.
LAKEVIEW RETIREMENT PLANNING, INVESTMENT RELATED, 20308 Hwy 71 W. Suite 4, SPICEWOOD, TX 78669, INSURANCE SALES, OWNER, 09/2016-PRESENT, APPROX 80 HOURS PER MONTH, 140 DURING TRADING HOURS, DUTIES INCLUDE SALES OF LIFE INSURANCE AND ANNUITY POLICIES TO CLIENTS, MEETING WITH CLIENTS, PREPARING ILLUSTRATIONS AND PAPERWORK.2. SOUTHERN DRAW , NOT INVESTMENT RELATED; 16300 SPILLMAN RANCH LOOP, AUSTIN, TX 78738;CIGAR SALES; MEMBER (LLC); 04/2014- PRESENT; APPROX 0 HOURS PER MONTH; 0 DURING TRADING HOURS ; PARTIAL OWNER.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Michael Zager's 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®
NoneExperience
Current
September 2, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 20308 Hwy 71 W. Suite 4, Spicewood, TX 78669Office #2: 7700 Sh-71 Suite 120, Austin, TX 78735RIA
CRD#: 326523
SPICEWOOD, TX
Past
June 3, 2022 - September 10, 2025
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Spicewood, TX
Past
November 16, 2016 - June 3, 2022
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Spicewood, TX
Past
November 17, 2015 - November 2, 2016
CENTENNIAL WEALTH ADVISORY, LLC
RIA
CRD#: 138054
Austin, TX
Past
October 23, 2000 - August 4, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
TOPEKA, KS
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".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
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
Texas(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - (6/9/2023 Approved)Upgrade to AdvisorCheck Premium
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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
19
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,978 |
| AUM (Assets Under Management) | $ 424,994,398 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRIAD WEALTH PARTNERS, LLC
CRD#: 326523Spicewood, TX 78669TRUST BUT VERIFY
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