Lisa R. Mange

TRIAD WEALTH PARTNERS

LAWRENCE, KS 66044

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CRD#: 7518367

Professional summary

Lisa Rose Mange, CFP®, who also goes by Lisa R Mange, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Lawrence, Kansas.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lisa has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Lisa R Mange

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 Lisa Rose Mange'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: 2021

Experience

Current

July 2, 2026 - Present

TRIAD WEALTH PARTNERS, LLC

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

RIA

CRD#: 326523

LAWRENCE, KS

Past

March 7, 2025 - May 1, 2026

MARINER WEALTH

RIA

CRD#: 140195

Grand Rapids, MI

Past

October 8, 2024 - March 5, 2025

C2 PRIVATE WEALTH

RIA

CRD#: 151501

LIVONIA, MI

Past

December 19, 2022 - October 20, 2023

MORGAN STANLEY

CRD#: 149777

East Lansing, MI

Past

November 11, 2022 - October 20, 2023

MORGAN STANLEY

RIA

CRD#: 149777

East Lansing, MI

Past

March 11, 2022 - November 4, 2022

GRAND WEALTH MANAGEMENT, LLC

RIA

CRD#: 132137

GRAND RAPIDS, MI

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
(7/2/2026)

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

IAR

Series 66

Date: 1/7/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/26/2022

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lisa R. Mange

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Rose Mange's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

C2 PRIVATE WEALTH

MORGAN STANLEY

MORGAN STANLEY

GRAND WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2023

Series 7TO

Date: 12/17/2022

SIE

Date: 11/26/2022

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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