Scott Clifford Grover

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

• 01/2016 → 02/2017
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2015 → 02/2017
  Goldenwest Fcu
  Ogden, UT
• 03/2017 → 12/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2017 → 12/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2022 → 07/2024
  Strategic Advocates, Llc
  Logan, UT
• 04/2023 → 03/2024
  Crown Capital Securities Lp
  Logan, UT
• 03/2024 → 07/2024
  Creativeone Securities, Llc
  Overland Park, KS
• 08/2024 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 08/2024 → Present
  Choules Financial
  Logan, UT
• 10/2025 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2024-08-22 → 2026-03-06
  Coppell Advisory Solutions Llc
  Dallas, TX
  Logan, UT
• 2022-10-13 → 2024-08-01
  Strategic Advocates, Llc
  Sacramento, CA
• 2017-03-09 → 2022-12-31
  Cambridge Investment Research Advisors, Inc.
  Logan, UT
• 2016-01-21 → 2017-02-15
  Cuna Brokerage Services, Inc.
  Logan, UT
  Ogden, UT
• 2015-06-19 → 2015-09-23
  Cambridge Investment Research Advisors, Inc.
  Logan, UT

Other Businesses

CHOULES FINANCIAL; INVESTMENT-RELATED; LOGAN, UTAH; INSURANCE SALES FOR MULTIPLE CARRIERS; 08/2024, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-20, DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-18
• S63 Uniform Securities Agent State Law Examination
  2012-09-06

Other Names

• Scott C Grover