CD
CD

Christy Jo Drake Dodge

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christy is the treasurer for Grey Oaks Homes Association, a homeowners association. She dedicates minimal time per month to financial oversight of the association's budget.

Employment History
Current Registrations
Triad Wealth Partners, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Edelman Financial Engines
November 2016 - April 2024 · 7 yrs 5 mos
Financial Engines Advisor Center, LLC
January 2009 - November 2016 · 7 yrs 10 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Christy Jo Drake Dodge - Financial Advisor | TrueAdvisor