Jacob M. Golseth

CHADWICK FINANCIAL

COLLEYVILLE, TX 76034

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CRD#: 7223611

Professional summary

Jacob Merrill Golseth is a registered financial advisor currently at CHADWICK FINANCIAL located in Colleyville, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Jacob Merrill Golseth'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®

None

Experience

Current

October 9, 2025 - Present

CHADWICK FINANCIAL

Office #1: 6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034

RIA

CRD#: 337228

COLLEYVILLE, TX

Past

February 25, 2025 - June 30, 2026

TRIAD WEALTH PARTNERS, LLC

RIA

CRD#: 326523

Colleyville, TX

Past

September 4, 2021 - May 29, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

BEDFORD, TX

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

Louisiana
(2/11/2026)

IAR

Texas
(10/9/2025)

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 65

Date: 9/3/2021

Uniform Investment Adviser Law Examination

Current Firm

CHADWICK FINANCIAL

CHADWICK FINANCIAL | THE CHAD GOLSETH AGENCY, INC

CRD#: 337228 / SEC#:

Texas

Registered Investment Advisory firm - (10/7/2025 Approved)

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Contact information

Main Address

6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034

Mailing Address

Phone number

(817) 553-2480

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	394
AUM (Assets Under Management)	$ 61,000,000

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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Jacob M. Golseth

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Merrill Golseth's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHADWICK FINANCIAL

TRIAD WEALTH PARTNERS, LLC

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2021

Current Firm

CHADWICK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHADWICK FINANCIAL

TRUST BUT VERIFY

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