Lisa Rose Mange
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.
Lisa Rose Mange is an investment adviser representative with Triad Wealth Partners, LLC in Lawrence, KS, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 5 firms, including Mariner and C2 Private Wealth. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). 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.
- Grand Wealth Management, LLCMar 2022 – Nov 2022Grand Rapids, MI
- Brookstone Capital ManagementJan 2021 – Feb 2022Grand Rapids, MI
- Formulafolio Investments, LLCJan 2019 – Dec 2020Grand Rapids, MI
- Farmers InsuranceSep 2016 – Dec 2018Caledonia, MI
- Morgan StanleyNov 2022 – Oct 2023Grand Rapids, MI
- Strategic Investment Advisors, LLCOct 2024 – Feb 2025Livonia, MI
- Morgan StanleyDec 2022 – Oct 2023East Lansing, MI
- Strategic Investment Advisors, LLCJan 2024 – Oct 2024Livonia, MI
- MarinerFeb 2025 – Apr 2026Overland Park, KS
- Triad Wealth PartnersJun 2026 – no end date reportedLawrence, KS
Official records & sources
Data as of August 10, 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. Lisa Rose Mange 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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