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RIA / WealthAdvisor25 years in industry

Zachary Michael ZAGER

Advisor at TRIAD WEALTH PARTNERS, LLC

SPICEWOOD, TX | AUSTIN, TX | LAWRENCE, KS

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Search this name across graphsid dfx:ria:429bd000-cb3d-e260-aa00-bb211f99cbfd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 17, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRIAD WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 7, 2000
First registration: Nov 17, 2015
Dual registered: no
Other names: ZAC M ZAGER
IAPD individual key: 4281303

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Sep 2, 2025	n/a	yes	LAWRENCE, KS\|SPICEWOOD, TX\|AUSTIN, TX	Current employment
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Jun 3, 2022	Sep 10, 2025	no	AUSTIN, TX\|Spicewood, TX\|PHOENIX, AZ	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Nov 16, 2016	Jun 3, 2022	no	Spicewood, TX\|Spicewood, TX\|Austin, TX	Previous registration
CENTENNIAL WEALTH ADVISORY, LLC	Independent wealth	Nov 17, 2015	Nov 2, 2016	no	Austin, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOUNDATIONS INVESTMENT ADVISORS LLC	TRIAD WEALTH PARTNERS, LLC	Sep 10, 2025	Sep 2, 2025	-8	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	Jun 3, 2022	Jun 3, 2022	0	Firm change	Ibd to RIA
CENTENNIAL WEALTH ADVISORY, LLC	AE WEALTH MANAGEMENT, LLC	Nov 2, 2016	Nov 16, 2016	14	Firm change	Other

Relationships

Registered with (4)

→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jun 3, 2022 to Sep 10, 2025factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 16, 2016 to Jun 3, 2022factForm ADV
→ CENTENNIAL WEALTH ADVISORY, LLCRegistered adviserregistration: previous registration
Nov 17, 2015 to Nov 2, 2016factForm ADV

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
Zachary Michael Zager left Foundations Investment Advisors Llc for Triad Wealth Partners, Llc (registered 2025-09-02)
Form ADVobserved 5 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Zachary Michael Zager left Ae Wealth Management, Llc for Foundations Investment Advisors Llc (registered 2022-06-03)
Form ADVobserved 5 days ago