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Brent Martin Coggins

Triad Wealth Partners, LLC

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About Brent Martin Coggins

Brent Coggins is an investment advisor representative with Triad Wealth Partners, LLC, located in Lawrence, Kansas. Brent is registered with the state of Kansas and Texas. Brent has been in the financial services industry since July 2011. Brent holds the Series 7, 65 and 66 licenses. Brent specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Triad Wealth Partners, LLC is a fee-based investment advisory firm, which means the firm charges fees for its services. The firm's compensation arrangements include fixed fees, hourly charges, subscription fees, and a percentage of assets. The firm manages approximately $153 million in assets.

Firm Information

Brent Coggins is currently registered with Triad Wealth Partners, LLC. Triad Wealth Partners, LLC is a registered investment advisor located in Lawrence, KS. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $153.4 million in assets for 1,191 clients, including individuals, high net worth individuals, and other investment advisors.
Triad Wealth Partners, LLC

730 NEW HAMPSHIRE ST., UNIT 222

LAWRENCE, KS 66044

$153.38M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Coggins’s Registration & Firm History

KS

03/28/2024 - Present

Triad Wealth Partners, LLC (LAWRENCE KS)

KS

07/07/2011 - 02/24/2012

SECURIAN FINANCIAL SERVICES, INC. (LEAWOOD KS)

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Licenses & Designations

IA

Issued 07/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent Martin Coggins.
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