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Scott Michael Rinehart

Advisor at Triad Wealth Partners, LLC — Lawrence, KS

Updated today

Credentials

Series 65

Experience

8 years

Location

Lawrence, KS 66044

Triad Wealth Partners, LLC logo

Triad Wealth Partners, LLC

Multi-team

Total advisors

43

Across 23 offices

Clients per advisor

91 High

Avg AUM per client

$391,839 Low

HNW client ratio

13% Low

About

Scott Rinehart is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Verifi Financial LLC, Global Financial Private Capital, LLC, Carlson Financial, and Westar Energy. He is also a passive investor in Denali Financial Group. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm’s model-driven investment process focuses on strategic asset allocation through diversified portfolios and offers sub-advisory management, operational support, and financial planning services tailored to RIAs.

Client services

Based on Triad Wealth Partners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Triad Wealth Partners, LLC

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on Triad Wealth Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Negotiable flat fees for financial planning and consulting services, typically up to $1,200.

Percentage

Up to 2.00% per annum (negotiable and varies by client)

Commissions

IARs may receive commissions from insurance products sold through affiliated insurance agency (Triad Partners), in addition to advisory fees.

Project-based

Negotiable hourly fees for financial planning and consulting services.

Other

Account minimum: $10,000 (generally for TAMP services, with possible waivers) Fee-only: Financial planning and consulting services charged as negotiable hourly or flat fees, typically up to $1,200 (not more than $1,200 charged six or more months in advance).

Location

See office

Lawrence, KS

730 New Hampshire St., Unit 222

Lawrence KS 66044

Advisors at this office

10

Most active in

Kansas

Work history

8 years of industry experience

Triad Wealth Partners, LLC

2023 - Present • 3 years

Lawrence, KS

Verifi Financial LLC

2022 - 2023 • 1 year

Topeka, KS

Global Financial Private Capital, LLC

2017 - 2018 • 1 year

Sarasota, FL

Carlson Financial

2017 - 2023 • 6 years

Topeka, KS

Westar Energy

2013 - 2017 • 4 years

Topeka, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Alejandro C

CFP®, Series 66

Lawrence, KS

Planning Trail Investments, LLC

Alejandro Carvalho Rodriguez is a CFP®-certified financial advisor with 10 years of industry experience. He is currently the sole advisor at Planning Trail Investments, LLC, where he has worked since 2023. Prior to this, he was with Probitas Wealth Management, LLC, Edward Jones, and MassMutual Life Insurance Co. He serves on the Alumni Board of Directors at Emporia State University. Planning Trail Investments is an independent, single-advisor firm offering discretionary asset management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis with dynamic and tactical asset-allocation strategies, serving both retail and institutional clients.

Passive / index investing Active portfolio management

Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

General retirement planning Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Founder/Business Owner Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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John K

Series 63, Series 65

Lawrence, KS

Wealth Management Consultants, LLC

John Kuddes is a financial advisor at Wealth Management Consultants, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has served as the sole advisor at his firm since 2016. Kuddes is the author of the book *Buy When There Is Blood in the Street: Make Money Like the Pros* and is involved as a CEO Peer Advisory Group facilitator as well as a board member of two employee stock ownership plan (ESOP) companies in Colorado. Wealth Management Consultants, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, managing $73.5 million across 38 accounts. The firm utilizes a diverse investment approach, including fundamental, technical, and quantitative analysis, with active use of leverage, short sales, and options strategies.

Active portfolio management Options & derivatives strategies
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Alexander C

CFP®, Series 63, Series 65, Series 66

Lawrence, KS

Harper Financial Strategies, LLC

Alexander Coats is a CFP® with 11 years of industry experience, currently serving as an advisor at Harper Financial Strategies, LLC. His prior roles include positions at Financial Engines Advisors, Voya Investment Management, and Ameriprise Financial Services. Harper Financial Strategies serves individual and high-net-worth clients with discretionary asset management and financial planning consulting services, tailoring portfolio allocations according to clients’ goals and risk tolerances and employing strategies such as asset allocation and dollar-cost averaging.

Annuities College savings (529s, UTMA, etc.) General estate planning guidance Equity Recipients (RS/RSU, SOP, ESPP)
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Doni M

Series 63, Series 65

Lawrence, KS

Mooberry Financial Management, LLC

Doni Mooberry is a financial advisor at ISC Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ISC Advisors since 2013 and Institutional Securities Corp since 2009. In addition to her advisory work, she owns and operates a tax practice and maintains an active legal practice, and serves as Treasurer for both the Lawrence Rotary Club and the Community Children's Center, nonprofit organizations in Lawrence, KS. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and offers a proprietary managed-account program while utilizing model portfolios overseen by an Investment Committee.

General estate planning guidance General tax planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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