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We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
The Midwest Trust Company is one of the leading companies in Financial Services industry. The Midwest Trust Company is based in Leawood, KS. You can find more information on The Midwest Trust Company at www.midwesttrust.com
Los Angeles Firemen's Credit Union is a Los Angeles, CA-based company in the Financial Services sector.
Pertrac Financial Solutions is a New York, NY-based company in the Financial Services sector.
Coleman Research Group is a New York, NY-based company in the Financial Services sector.