JG
Jacob M. Golseth
TRIAD WEALTH PARTNERS
Bedford, TX 76021-5721
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CRD#: 7223611
JG
Professional summary
Jacob Merrill Golseth is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Bedford, 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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
INSURANCE AGENT- INVESTMENT RELATED; COLLEYVILLE, TEXAS, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
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®
NoneExperience
Current
February 25, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 2128 Parkwood Dr, Bedford, TX 76021-5721Office #2: 6513 Colleyville Blvd. Suite 200, Colleyville, TX 76034RIA
CRD#: 326523
Bedford, TX
Current
October 9, 2025 - Present
Office #1: 6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034
COLLEYVILLE, TX
Past
September 4, 2021 - May 29, 2025
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
BEDFORD, TX
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(2/25/2025)
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.
