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Alexis Burchett

Triad Wealth Partners, LLC

Lawrence, KS

CRD 6723156

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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

AuthorityCategoryStatusDate
KS RA APPROVED 2026-06-29
  • KS RA
    APPROVED
    Since 2026-06-29

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • 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
Ae Wealth Management Topeka KS 03/2016 05/2026
Triad Partners Lawrence KS 06/2026 Present
  • 03/2016 → 05/2026
    Ae Wealth Management
    Topeka, KS
  • 06/2026 → Present
    Triad Partners
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-24
  • S65 Uniform Investment Adviser Law Examination
    2023-02-24
Other Names
  • Alexis Skylar Burchett

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MATTERN WEALTH MANAGEMENT LLC

Nearby Investors

JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS

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