Patrick Coons

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

• 06/2011 → Present
  Slate River Financial
  Edmond, OK
• 07/2026 → Present
  Triad Wealth Partners
  Lawrence, KS

Other Businesses

1. Name of other Business: Slate River Financial; Investment Related: Yes; 845 E. 33rd Street, Edmond, OK 73013; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: June 2011; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities. 2. Name of other Business: Trash Panda Properties, LLC; Investment Related: No; Nature of Business: LLC for Real Estate Holdings; Position/Title: Owner; Start Date: November 2024; Approximate Number of hours/month:10 hours per month; During trading hours: Varies; Duties relating to business: LLC for Real Estate Holdings 3.Name of other Business: Trash Panda Landscaping, LLC; Investment Related: No; Nature of Business: LLC for Landscaping; Position/Title: Owner; Start Date: December 2025; Approximate Number of hours/month: 10 hours per month; During trading hours: Varies; Duties relating to business: Landscaping

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-06