Mitchell Curtis Hockenbury

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 01/2024
  Cgn Advisors, Llc
  Kansas City, MO
• 09/2005 → 12/2021
  U.S. Army
  Fort Leavenworth, KS
• 04/2024 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Previous Registrations

• 2018-03-16 → 2024-01-09
  Cgn Advisors, Llc
  Omaha, NE
  Kansas City, MO
  Manhattan, KS
  Omaha, NE
  Kansas City, MO

Other Businesses

Mr. Hockenbury is an author with Tactical Influence, a military book publication. His responsibilities writing and speaking. No time is spent on this activity during trading hours. 20 hours a month is spent on this activity outside of trading hours. 5% of his yearly income is derived from this activity. Author and Speaker; Mitchell Hockenbury Author - Speaker; investment related: No; Location: 12661 Scott St Omaha NE 68142 United States; Description of the business: Speaking engagements and books authored (royalties/sales). See: www.mitchellhockenbury.com; Responsibilities Duties: Guest speaker for various schools and businesses/organizations as it relates to military service, and specifically, the book, "Tactical Influence." ; Start date with business: 2022-11-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10; Insurance Agent; Investment-Related: Yes; Address of other business: Same as registered location; Nature of the Business: Insurance Sales Health, Life and Annuity Products: Position/Title: Insurance Agent; Start Date of Relationship: March 2026; Approximate Hours/month: Time devoted to insurance-related activities varies but generally represents a material amount of time; Duties: Insurance sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-01
• S63 Uniform Securities Agent State Law Examination
  2002-10-17

Designations

• Certified Financial Planner

Other Names

• Hockenbury