Colton Elser Baysinger
Investment adviser representative at Triad Wealth Partners, LLC
12 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
12 years in the industry.
- Triad Wealth Partners, LLCNov 2025 to now
- Sullivan Financial PartnersJan 2024 to now
- UnemployedNov 2022 to Dec 2024
- Caliber Home LoansApr 2021 to Oct 2022
- Charles Schwab & Co., Inc.Jan 2019 to May 2021
- Top Tier Event Staff and CateringApr 2015 to Dec 2018
- Texas Tech UniversityAug 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7060892
- Firm CRD
- 326523