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Mitchell Curtis Hockenbury

Triad Wealth Partners, LLC

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About Mitchell Curtis Hockenbury

Mitchell Hockenbury is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Mitchell is currently registered with Triad Wealth Partners, LLC, and is an Investment Advisor Representative (IAR). Mitchell has previously held positions with INVEST FINANCIAL CORPORATION and EDWARD JONES. Mitchell has a deep understanding of the financial markets and a commitment to providing personalized investment advice. Mitchell specializes in providing financial planning, portfolio management, and investment advisory services to individual clients and businesses.

Firm Information

Mitchell Hockenbury 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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Mitchell Hockenbury’s Registration & Firm History

KS

06/07/2024 - Present

Triad Wealth Partners, LLC (LAWRENCE KS)

WI

07/06/2004 - 08/23/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

MO

10/15/2002 - 06/28/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/01/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Curtis Hockenbury.
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