David R. Seufer

GRAVITAS WEALTH PLANNING

Aurora, CO

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CRD#: 5681165

Professional summary

David Robert Seufer, CFP®, who also goes by David Seufer, is a registered financial advisor currently at GRAVITAS WEALTH PLANNING located in Aurora, Colorado and TRIAD WEALTH PARTNERS, LLC located in Aurora, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Seufer

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.

1. Gravitas Wealth Planning; Yes, investment related; 18695 Pony Express Dr. #363, Parker, CO 80134; RIA; Founder, CCO, Wealth Advisor; 02/2023; 5 hours/month; 3 hours/month during securities trading hours; Solo RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Seufer'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 13, 2023 - Present

GRAVITAS WEALTH PLANNING

RIA

CRD#: 325408

Aurora, CO

Current

November 21, 2024 - Present

TRIAD WEALTH PARTNERS, LLC

RIA

CRD#: 326523

Aurora, CO

Past

May 8, 2024 - November 22, 2024

NECTARINE

RIA

CRD#: 327155

AURORA, CO

Past

September 30, 2019 - November 30, 2022

WEALTHSOURCE®

RIA

CRD#: 282202

AURORA, CO

Past

July 13, 2018 - July 24, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

July 30, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GREENWOOD VILLAGE, CO

Past

July 9, 2013 - July 22, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

Past

July 26, 2011 - February 11, 2013

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

FORT COLLINS, CO

Past

July 26, 2011 - February 11, 2013

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

FORT COLLINS, CO

Past

September 3, 2009 - July 21, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

FORT COLLINS, CO

Past

June 24, 2009 - July 21, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

FORT COLLINS, CO

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

Colorado
(4/13/2023)

IAR

Texas
(7/17/2024)

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 66

Date: 9/1/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2009

General Securities Representative 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

David R. Seufer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Seufer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD WEALTH PARTNERS, LLC

NECTARINE

WEALTHSOURCE®

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/23/2009

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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