Lisa Rose Mange
Investment adviser representative at Triad Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Triad Wealth Partners, LLCJun 2026 to now
- MarinerFeb 2025 to Apr 2026
- Strategic Investment Advisors, LLCJan 2024 to Feb 2025
- Morgan StanleyNov 2022 to Oct 2023
- Grand Wealth Management, LLCMar 2022 to Nov 2022
- Brookstone Capital ManagementJan 2021 to Feb 2022
- Formulafolio Investments, LLCJan 2019 to Dec 2020
- Farmers InsuranceSep 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7518367
- Firm CRD
- 326523