Triad Financial Group Employee Directory

Financial ServicesColorado, United States0-1 Employees

Triad Financial Group is focused on helping clients in their quest for financial independence.  We do this by providing comprehensive financial planning services and investment management services.  Financial planning is the process of finding out where someone is financially and exploring where they want to be.  Most people have a goal of financial independence.  Once we know what the spending habits are of the client and net worth, we can then calculate when retirement can be achieved and at what level.

Find Triad Financial Group employees' phone numbers or email addresses

Triad Financial Group Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Triad Financial Group's Leadership

  • Stylized image of a person
    N. K.
    Owner
    Phone icon
  • Stylized image of a person
    A. L.
    Staff Accountant
    Phone icon
  • Stylized image of a person
    C. T.
    Quality Assurance
    Phone icon
  • Stylized image of a person
    D. K.
    Wealth Management Analyst
    Phone icon
  • Stylized image of a person
    J. F.
    Financial Planner
    Phone icon
  • Stylized image of a person
    L. A.
    Administrative
    Phone icon

Triad Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Triad Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. K.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. L.
    Staff Accountant
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. T.
    Quality Assurance
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. K.
    Wealth Management Analyst
    Phone icon
    United StatesMissouri
    Aug 11, 2023
  • Stylized image of a person
    J. F.
    Financial Planner
    Phone icon
    United StatesMissouri
    Jun 13, 2025
  • Stylized image of a person
    L. A.
    Administrative
    Phone icon
    United StatesColorado
    Oct 21, 2024

Frequently Asked Questions

What is Triad Financial Group known for?

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Triad Financial Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 5670 Greenwood Plaza Boulevard Penthouse Suite Greenwood Village, Colorado 80111 United States; you can contact the main corporate office by phone at . Explore Triad Financial Group's company overview page for more information.

What is Triad Financial Group's most common email format?

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Triad Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Triad Financial Group email formats with LeadIQ.

How many employees does Triad Financial Group have currently?

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Triad Financial Group has approximately 1 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Triad Financial Group's key employees and leadership?

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As of April 2026, Triad Financial Group's key employees include:

  • Owner: N. K.
  • Staff Accountant: A. L.
  • Quality Assurance: C. T.
  • Wealth Management Analyst: D. K.
  • Financial Planner: J. F.

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