Timothy Peter Marcinek
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.
Timothy Peter Marcinek is an investment adviser representative in Fairview Park, OH, currently registered with Cambridge Investment Research Advisors, Inc. and Triad Wealth Partners, LLC. They have worked in the securities industry since 2011 and have been registered with 7 firms, including Aurelius Family Office, LLC and Mclean Asset Management Corp. 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 Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
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.
- DAGCO INC D/B/A Cornerstone Wealth ManagementMar 2014 – Apr 2022Westlake, OH
- McLean Asset Management CorporationApr 2022 – Apr 2023Tysons, VA
- Aurelius Family Office, LLCAug 2022 – Apr 2023Westlake, OH
- Cambridge Investment Research Advisors, Inc.Apr 2023 – Jul 2026Fairfield, IA
- Cambridge Investment Research, Inc.May 2023 – Jul 2026Fairfield, IA
- Preservation Retirement ServicesJul 2026 – no end date reportedFairview Park, OH
- Triad Wealth PartnersJul 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
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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. Timothy Peter Marcinek 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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