MI
Michael F. Irwin
TRIAD WEALTH PARTNERS
Fredericksburg, VA 22401
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CRD#: 7635536
MI
Professional summary
Michael Francis Irwin is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Fredericksburg, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael 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.
NAME OF OTHER BUSINESS: PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION START DATE: 03/2007 APX NUMBER OF HOURS PER WEEK: 40 APX HOURS DURING TRADING HOURS: VARIES POSTION/TITLE/RELATIONSHIP: FOUNDER AND PRESIDENT BRIEF DESCRIPTION OF DUTIES: INDEPENDENT INSURANCE AGENCY THAT SELLS AND SERVICES LIFE INSURANCE AND ANNUITY POLICIES
CRS (Client Relationship Summary) - RIA
Click below to view Michael Francis Irwin'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
January 8, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 1320 Central Park Boulevard Suite 200, Fredericksburg, VA 22401Office #2: 4900 Cox Road Suite 195, Glen Allen, VA 23060Office #3: 1010 Ednam Center Suite #210, Charlottesville, VA 22903RIA
CRD#: 326523
Fredericksburg, VA
Past
December 15, 2023 - January 7, 2025
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Richmond, VA
Past
October 4, 2022 - December 13, 2023
GIBBS WEALTH MANAGEMENT, LLC
RIA
CRD#: 281621
Richmond, VA
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
Virginia(1/8/2025)
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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