AdFi
TW

Triad Wealth Partners, LLC

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
8187

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Sara Kay Baker
PRESIDENT
Shawn Christopher Sparks
OFFICER
Bradley Lance Johnson
OFFICER
Triad Collective
SHAREHOLDER
Brent Martin Coggins
CHIEF INVESTMENT OFFICER

Office locations

1 office in 1 state
KS
LawrenceHQ

Advisors at this firm

45 advisors in the directory

Chad William Golseth
Investment Adviser Representative
Investment Adviser Representative
Mitchell Curtis Hockenbury
Investment Adviser Representative
Investment Adviser Representative
Zachary Michael Zager
Investment Adviser Representative
Investment Adviser Representative
Joshua Lloyd Ottinger
Investment Adviser Representative
Investment Adviser Representative
John Paul Johnson
Investment Adviser Representative
Investment Adviser Representative
Christopher Lee Patton
Financial Professional
Jessica Eden Sicking
Investment Adviser Representative
Investment Adviser Representative
Craig Steven Sullivan
Investment Adviser Representative
Investment Adviser Representative
Shawn Michael Leayman
Investment Adviser Representative
Investment Adviser Representative
Max Jaffe
Investment Adviser Representative
Investment Adviser Representative
David Robert Seufer
Investment Adviser Representative
Investment Adviser Representative
Jonathan Moss Frances
Investment Adviser Representative
Investment Adviser Representative
Nicolas John Pesci
Investment Adviser Representative
Investment Adviser Representative
Timothy Peter Marcinek
Investment Adviser Representative
Investment Adviser Representative
Brent Martin Coggins
Investment Adviser Representative
Investment Adviser Representative
Devin Warren Choules
Investment Adviser Representative
Investment Adviser Representative
Scott Clifford Grover
Investment Adviser Representative
Investment Adviser Representative
Nicklaus Edwin Whitaker
Investment Adviser Representative
Investment Adviser Representative
Jason Lee Goold
Investment Adviser Representative
Investment Adviser Representative
Terence K Brown
Investment Adviser Representative
Investment Adviser Representative
Alexis Burchett
Investment Adviser Representative
Investment Adviser Representative
Mark David Harper
Investment Adviser Representative
Investment Adviser Representative
Zachary Maxwell Williams
Investment Adviser Representative
Investment Adviser Representative
Scott Michael Rinehart
Investment Adviser Representative
Investment Adviser Representative
Colton Elser Baysinger
Investment Adviser Representative
Investment Adviser Representative
Jacob Merrill Golseth
Investment Adviser Representative
Investment Adviser Representative
Patrick B. Miles
Investment Adviser Representative
Investment Adviser Representative
Blake Andrew Matzke
Investment Adviser Representative
Investment Adviser Representative
Jackson Sheputis
Investment Adviser Representative
Investment Adviser Representative
Laura Leigh Watson Schultz
Investment Adviser Representative
Investment Adviser Representative
Lisa Rose Mange
Investment Adviser Representative
Investment Adviser Representative
Hunter David Wright
Investment Adviser Representative
Investment Adviser Representative
Michael Francis Irwin
Investment Adviser Representative
Investment Adviser Representative
John Charles Clement
Investment Adviser Representative
Investment Adviser Representative
Brennan Tyler Sarbaugh
Investment Adviser Representative
Investment Adviser Representative
Daniel John Kulibert
Investment Adviser Representative
Investment Adviser Representative
Tyson Andrew Pointer
Investment Adviser Representative
Investment Adviser Representative
Sara Lewis
Investment Adviser Representative
Investment Adviser Representative
Jon Rhen Brown
Investment Adviser Representative
Investment Adviser Representative
Matthew Michael D'Elia
Investment Adviser Representative
Investment Adviser Representative
Andrew Robert Shockley
Investment Adviser Representative
Investment Adviser Representative
Elizabeth Page Sening
Investment Adviser Representative
Investment Adviser Representative
Christopher Cullen Yetter
Investment Adviser Representative
Investment Adviser Representative
Connor Timothy Barth
Investment Adviser Representative
Investment Adviser Representative
Patrick Coons
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#326523
SEC Number
801-128150
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Minimum: $10,000 (waivable)

Data as of September 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Triad Wealth Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Triad Wealth Partners in Lawrence, KS - Fees & Services