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Sara Lewis

Triad Wealth Partners, LLC

Lawrence, KS

Orem, UT

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Current Employers
Triad Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-22
  • UT RA
    APPROVED
    Since 2026-04-22

Branch Locations

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

849 N. 900 W., Orem, UT 84057 • 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
Unemployed Orem UT 01/2025 03/2025
Primerica Financial Services Lehi UT 03/2024 01/2025
Utah Valley Hospital Provo UT 09/2021 09/2024
Cactus And Tropicals Draper UT 04/2016 01/2020
Joyce University Draper UT 01/2020 08/2021
Encompass Rehab Sandy UT 07/2021 09/2021
Fidelity Investments Salt Lake City UT 03/2025 Present
Pfs Investments Inc. Lehi UT 12/2024 01/2025
Momentum Wealth Orem UT 03/2026 Present
Triad Wealth Partners Lawrence KS 04/2026 Present
  • 01/2025 → 03/2025
    Unemployed
    Orem, UT
  • 03/2024 → 01/2025
    Primerica Financial Services
    Lehi, UT
  • 09/2021 → 09/2024
    Utah Valley Hospital
    Provo, UT
  • 04/2016 → 01/2020
    Cactus And Tropicals
    Draper, UT
  • 01/2020 → 08/2021
    Joyce University
    Draper, UT
  • 07/2021 → 09/2021
    Encompass Rehab
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 12/2024 → 01/2025
    Pfs Investments Inc.
    Lehi, UT
  • 03/2026 → Present
    Momentum Wealth
    Orem, UT
  • 04/2026 → Present
    Triad Wealth Partners
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-08
  • S66 Uniform Combined State Law Examination
    2025-08-08

View on SEC IAPD

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JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp
RODNEY BRYAN MILLER
DALE STEVEN BOURNE
RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
THOMAS WILLIAM LOHMEYER

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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