Blake Andrew Matzke
Investment adviser representative at Triad Wealth Partners, LLC
10 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
10 years in the industry.
- Triad Wealth Partners, LLCAug 2023 to now
- Ae Financial Services, LLCJul 2021 to Jul 2023
- Ae Wealth Management, LLCJun 2021 to Jul 2023
- Thrivent FinancialDec 2020 to May 2021
- Thrivent Investment Management IncSep 2020 to May 2021
- UnemployedMay 2020 to Sep 2020
- Powercat FinancialAug 2019 to May 2020
- Jones Advisory GroupMay 2019 to Aug 2019
- Full Time StudentAug 2018 to May 2019
- UnemployedJun 2018 to Jul 2018
- Kansas State Rec ServicesAug 2017 to May 2018
- Advisors ExcelJun 2017 to Aug 2017
- Kansas State Rec ServicesAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7287240
- Firm CRD
- 326523