Andrew Robert Shockley

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

• 01/2024 → Present
  Momentum Wealth
  Oren, UT
• 02/2025 → Present
  Coppell Advisory Solutions
  Coppell, TX
• 08/2015 → 03/2017
  Utsa
  San Antonio, TX
• 03/2017 → 08/2018
  Acadian Ambulance
  Schertz, TX
• 09/2018 → 03/2022
  Bering Straits/Decypher
  Lackland Afd, TX
• 03/2022 → 12/2023
  Intuitive Surgical
  Slc, UT
• 10/2025 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2025-03-07 → 2026-03-24
  Coppell Advisory Solutions Llc
  Dallas, TX
  Orem, UT

Other Businesses

SEMPRE AVANTI, LLC DBA MOMENTUM WEALTH; INSURANCE AGENT; OREM, UT; INSURANCE SALES AND SERVICES; START 01/2024; APPROXIMATELY 80% OF TIME SPENT IN THIS BUSIINESS. DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10

Other Names

• Drew Shockley