Brad Zapp, Mike Maisel, Paul Sartori, Trent Lucas

Adviser/team AUM: $400,000,000

Gross annual production/TTM: $4,000,000

Move Details

Firm leaving National Financial Partners
Firm joining Triad Advisors
Adviser(s) location

Covington, KY

Date announced September 19, 2011
Transition date September 19, 2011

Latest Moves to Triad Advisors

Adviser(s) Date announced
Michael Eddy, Chris Eddy, Tony PalazzoNovember 03, 2015
Brian P. BeckNovember 19, 2014
Dan E. Wagner, Jr.July 11, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.