David Robert Seufer
Investment adviser representative at Triad Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.5BFirm assets
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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
11 years in the industry.
- Triad Wealth Partners, LLCNov 2024 to now
- NectarineMay 2024 to Nov 2024
- Gravitas Wealth PlanningFeb 2023 to Dec 2025
- Wealthsource Partners, LLCSep 2019 to Nov 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2019
- Strategic Advisers LLCJul 2013 to Jul 2018
- Fidelity Brokerage Services LLCJun 2013 to Jul 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5681165
- Firm CRD
- 326523