Timothy Peter Marcinek
Investment adviser representative at Triad Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
12 years in the industry.
- Triad Wealth Partners, LLCJul 2026 to now
- Preservation Retirement ServicesJul 2026 to now
- Cambridge Investment Research, Inc.May 2023 to Jul 2026
- Cambridge Investment Research Advisors, Inc.Apr 2023 to Jul 2026
- Aurelius Family Office, LLCAug 2022 to Apr 2023
- Mclean Asset Management CorporationApr 2022 to Apr 2023
- Dagco Inc d/b/a Cornerstone Wealth ManagementMar 2014 to Apr 2022
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5905733
- Firm CRD
- 326523