Timothy P. Marcinek

TRIAD WEALTH PARTNERS

Fairview Park, OH 44126

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CRD#: 5905733

Professional summary

Timothy Peter Marcinek, AIF®, who also goes by Tim Marcinek, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Fairview Park, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Tim Marcinek

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.Name of Business: WESTSHORE FINANCIAL LLC; Investment Related: No; Address of Business: Westlake, OH 44145; Nature of Business: Tax Preparation Practice; Start date: 08/01/2024; Position/Title: President; Approximate hours per month: 10 HR/MO, 0 HR/MO TRADING. Duties related to business: Tax preparation for individuals and families

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Peter Marcinek'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 21, 2026 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 22710 Fairview Center Drive, Fairview Park, OH 44126

RIA

CRD#: 326523

Fairview Park, OH

Past

August 30, 2023 - August 11, 2026

RIA

CRD#: 156480

WESTLAKE, OH

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

Ohio
(7/21/2026)

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

Series 63

Date: 7/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/4/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/30/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/15/2023

Securities Industry Essentials 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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Timothy P. Marcinek

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Peter Marcinek's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AURELIUS FAMILY OFFICE, LLC

MCLEAN ASSET MANAGEMENT CORP.

CORNERSTONE WEALTH MANAGEMENT

WESTSHORE FINANCIAL

PROSPERITY CAPITAL ADVISORS

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/2023

Series 65

Date: 2/4/2011

Series 7TO

Date: 8/30/2023

SIE

Date: 5/15/2023

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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