Blake Andrew Matzke
Investment Adviser Representative at Triad Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Blake Andrew Matzke is an investment adviser representative with Triad Wealth Partners, LLC in Lawrence, KS, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including AE Financial Services, LLC and Thrivent Investment Management Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PowerCat FinancialAug 2019 – May 2020Manhattan, KS
- Jones Advisory GroupMay 2019 – Aug 2019Topeka, KS
- Full Time StudentAug 2018 – May 2019Manhattan, KS
- UnemployedJun 2018 – Jul 2018Silver Lake, KS
- Kansas State Rec ServicesAug 2017 – May 2018Manhattan, KS
- Advisors ExcelJun 2017 – Aug 2017Topeka, KS
- Kansas State Rec ServicesAug 2016 – May 2017Manhattan, KS
- Thrivent Investment Management IncSep 2020 – May 2021Overland Park, KS
- Thrivent FinancialDec 2020 – May 2021Appleton, WI
- AE Wealth Management, LLCJun 2021 – Jul 2023Topeka, KS
- AE Financial Services, LLCJul 2021 – Jul 2023Topeka, KS
- UnemployedMay 2020 – Sep 2020Manhattan, KS
- Triad Wealth Partners, LLCAug 2023 – no end date reportedLawrence, KS
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Triad Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lawrence, KS
- SEC file number:
- 801-128150
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Triad Wealth Partners, LLC
Showing 12 of 45 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blake Andrew Matzke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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