Frisco, TX Office

Team
Updated today

Client AUM

$1,526,606,248

Clients

3,896

Advisors

2

Of 43 advisors across 23 offices

Location

5 Cowboys Way, Suite 300

Frisco TX 75036

Advisors at this office

2

Advisors at this office

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John Paul J

Series 63, Series 66

Frisco, TX

Triad Wealth Partners, LLC

John Paul Johnson is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at ZRJ and GWN Securities Inc. since 2014 and 2012, respectively. Outside of advising, he is the managing partner of Paramount Wealth Group, which focuses on tax-related services, and runs a Medicare sales agency serving retired and active teachers. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform. The firm combines strategic asset allocation with both proprietary and third-party models to provide discretionary portfolio management, financial planning, and consulting services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Tyson P

Series 66

Frisco, TX

Triad Wealth Partners, LLC

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. Outside of his advisory role, he is involved as a financial representative with Paramount Wealth Group, focusing on life insurance sales and financial services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and combines independent advisory services with a TAMP platform.

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