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Brent Martin Coggins

TRIAD WEALTH PARTNERS, LLC·LAWRENCE, Kansas
Series 7, Series 65, Series 66Clean record14 years registeredTRIAD WEALTH PARTNERS, LLC
730 NEW HAMPSHIRE ST., UNIT 222, LAWRENCE, KS 66044CRD# 5930661Firm CRD# 326523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Martin Coggins · LAWRENCE, KS
Registration
CRD #5930661 · TRIAD WEALTH PARTNERS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

TRIAD WEALTH PARTNERS, LLC
Jan 2024 – present
TRIAD WEALTH PARTNERS, LLC
Jul 2023 – Dec 2023
LAWRENCE, KS
SECURIAN FINANCIAL SERVICES, INC.
Sep 2011 – Feb 2012
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · September 8, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRIAD WEALTH PARTNERS, LLC
CRD 326523 · SEC 801-128150
AUM
$153M
Regulatory assets under management
Employees
12
1,191 client accounts
Services offered by TRIAD WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRIAD WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Brent Martin Coggins offer?
Brent Martin Coggins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are Brent Martin Coggins's credentials?
Brent Martin Coggins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Martin Coggins located?
Brent Martin Coggins is based in LAWRENCE, Kansas, working with TRIAD WEALTH PARTNERS, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Brent Martin Coggins charge for services?
Brent Martin Coggins's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD WEALTH PARTNERS, LLC?
TRIAD WEALTH PARTNERS, LLC has approximately 12 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIAD WEALTH PARTNERS, LLC

Danielle Dee Hampton
LAWRENCE, KS
Matthew Christian Weglarz
LAWRENCE, KS

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Research
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