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Brent Martin Coggins

Triad Wealth Partners, LLC

Lawrence, KS

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Current Employers
Triad Wealth Partners, Llc

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-28
KS RA APPROVED 2024-01-19
  • TX RA
    APPROVED
    Since 2024-03-28
  • KS RA
    APPROVED
    Since 2024-01-19

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Partners, Llc Lawrence KS 04/2023 Present
Umb Bank Kansas City MO 03/2014 04/2023
Triad Wealth Partners, Llc Lawrence KS 04/2023 Present
  • 04/2023 → Present
    Triad Partners, Llc
    Lawrence, KS
  • 03/2014 → 04/2023
    Umb Bank
    Kansas City, MO
  • 04/2023 → Present
    Triad Wealth Partners, Llc
    Lawrence, KS
Previous Registrations
  • 2023-07-28 → 2023-12-31
    Triad Wealth Partners, Llc
    Lawrence, KS
  • 2011-09-08 → 2012-02-24
    Securian Financial Services, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-28
S66 Uniform Combined State Law Examination 2011-09-02
  • S65 Uniform Investment Adviser Law Examination
    2023-07-28
  • S66 Uniform Combined State Law Examination
    2011-09-02

View on SEC IAPD

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RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS
MATTERN WEALTH MANAGEMENT LLC · LAWRENCE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Lawrence, KS
CREATIVEONE SECURITIES, LLC · LAWRENCE, KS
RETIREMENT PORTFOLIOS, LLC · LAWRENCE, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAWRENCE, KS

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