Shawn Michael Leayman

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:

Current Employers

Triad Wealth Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-02-09
FL	RA	APPROVED	2026-02-03
PA	RA	APPROVED	2025-12-22

NJ RA
APPROVED

Since 2026-02-09
FL RA
APPROVED

Since 2026-02-03
PA RA
APPROVED

Since 2025-12-22

Branch Locations

140 S Beach Street Suite 108, Daytona Beach, FL 32114 • United States

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

4905 W Tilghman St Suite 120, Allentown, PA 18104 • 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

Organization	City	State	From	To
Packerland Brokerage Services	Green Bay	WI	07/2015	12/2016
Gf Investment Services, Llc	Sarasota	FL	03/2017	08/2017
Triad Wealth Partners	Lawrence	KS	12/2025	Present
Strategic Wealth Alliance	Allentown	PA	01/2017	Present

07/2015 → 12/2016

Packerland Brokerage Services

Green Bay, WI
03/2017 → 08/2017

Gf Investment Services, Llc

Sarasota, FL
12/2025 → Present

Triad Wealth Partners

Lawrence, KS
01/2017 → Present

Strategic Wealth Alliance

Allentown, PA

Other Businesses

INSURANCE AGENT- STRATEGIC WEALTH ALLIANCE POSITION: INSURANCE AGENT/PRESIDENT NATURE: FIXED INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 3960 DANBERRY DRIVE EASTON, PA 18045 DESCRIPTION: WORKING WITH CLIENTS ON FINANCIAL SERVICES INCLUDING SELLING INSURANCE NAME OF BUSINESS: THE CONTROL ON YOUR MIND PROJECT POSITION: MOTIVATIONAL SPEAKER RELATED: NO, THIS IS NOT INVESTMENT RELATED NUMBER OF HOURS PER WEEK: 8 HOURS START DATE: NOVEMBER 1, 2016 NO COMPENSATION HAS BEEN RECEIVED AS OF YET

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-22
S63	Uniform Securities Agent State Law Examination	2009-02-05

S65 Uniform Investment Adviser Law Examination

2025-12-22
S63 Uniform Securities Agent State Law Examination

2009-02-05

View on SEC IAPD