Connor Timothy Barth
Investment adviser representative at Triad Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business
Are you Connor Timothy Barth? Claim your profile
Contact this firm
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, LLCMay 2026 to now
- Preservation Retirement ServicesNov 2025 to now
- Sterling Foundation ManagementJun 2022 to Oct 2025
- SilveradoJul 2021 to Jun 2022
- Full Time StudentAug 2019 to Jun 2021
- Mosquito JoeAug 2018 to Aug 2019
- Full Time StudentApr 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8266988
- Firm CRD
- 326523