Joshua Lloyd Ottinger
Investment adviser representative at Triad Wealth Partners, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- 28ten GroupJul 2026 to now
- Triad Wealth Partners, LLCNov 2024 to now
- Gibbs Wealth Management, LLCMar 2023 to Nov 2024
- Strategic Wealth Alliance GroupJun 2019 to Jul 2026
- ElementisJul 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
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
- 4812200
- Firm CRD
- 326523