Blake A. Matzke

TRIAD WEALTH PARTNERS

Lawrence, KS 66044

Some features on this profile are disabled

CRD#: 7287240

Professional summary

Blake Andrew Matzke is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Lawrence, Kansas.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Blake has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Andrew Matzke'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®

None

Experience

Current

March 17, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 730 New Hampshire St., Unit 222, Lawrence, KS 66044

RIA

CRD#: 326523

Lawrence, KS

Past

August 17, 2022 - August 15, 2023

AE FINANCIAL SERVICES, LLC

CRD#: 298608

Topeka, KS

Past

December 12, 2020 - May 24, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

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".

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

Kansas
(3/17/2025)

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: 3/17/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/12/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/16/2020

Securities Industry Essentials Examination

Current Firm

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523 / SEC#: 801-128150

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Colby Fox

SELAH WEALTH ADVISORS

IAR

Fillmore, CA

Douglas English

ACT ADVISORS

IAR

Asheville, NC

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake A. Matzke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Andrew Matzke's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2025

Series 63

Date: 1/23/2021

Series 7TO

Date: 12/12/2020

SIE

Date: 11/16/2020

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

Similar Advisors