Timothy Todd Van houten
Investment adviser representative at Triad Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Triad Wealth Partners, LLCAug 2026 to now
- Life Planning Advisors LLCSep 2021 to now
- Sonoran Wealth SystemsMay 2005 to now
- J.W. Cole Advisors, IncApr 2019 to Sep 2021
- Global Financial Private CapitalMar 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2503309
- Firm CRD
- 326523