CD
Christy J. Dodge
TRIAD WEALTH PARTNERS
Lawrence, KS 66044
Some features on this profile are disabled
CRD#: 5619963
CD
Professional summary
Christy Jo Drake Dodge, who also goes by Christy Jo Dodge, Christy Jo Drake, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Lawrence, Kansas.
Christy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christy has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christy Jo Dodge | Christy Jo Drake
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.
Grey Oaks Homes Association, No, 11500 N Ambassador Dr, #360, Kansas City, MO 64153 c/o FirstService Residential, Homeowners association, Treasurer, 1/2023, 2 hours a month, 0 hours a month during trading hours, Financial oversight homeowner association budget, management firm handles day to day responsibilities. Monticello Trails Middle School PTA, 6100 Monticello Shawnee, KS 66226, Treasurer, 5 hours a month, Provide accounting and bookkeeping functions to ensure all financial activities of the PTA are executed with accuracy. Provide financial recommendations to the Board on budgetary topics. National Charity League - Heart of KC Chapter, 7700 Windrose G 300, Plano, TX 75024, VP - Philanthropy, 5 hours per month, Coordinate 25 liaisons who are directly connected to our philanthropy partners, ensure opportunities for members to volunteer are robust, mentor grade level positions.
CRS (Client Relationship Summary) - RIA
Click below to view Christy Jo Drake Dodge'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
May 16, 2024 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 730 New Hampshire St., Unit 222, Lawrence, KS 66044RIA
CRD#: 326523
Lawrence, KS
Past
November 30, 2016 - April 15, 2024
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
Shawnee, KS
Past
January 6, 2009 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
RIA
CRD#: 109238
OVERLAND PARK, 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
Kansas(5/16/2024)
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.
