Intellicents Investment Solutions
43yrs
Top advisor by experience in Lawrence
New
Patrick Coons
Financial advisor at Triad Wealth Partners
Patrick Coons is a fiduciary financial advisor in Lawrence, Kansas, registered since Jun 2026. Patrick has been with Triad Wealth Partners since 2026. Triad Wealth Partners offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 141 advisors with offices in Lawrence, and one of 136 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office730 New Hampshire St., Unit 222, Lawrence, KS 66044
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$391,839
Advisors at the firm47
States licensed ?1 state
Services through Triad Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowTriad Wealth Partners, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Triad Wealth Partners at 785-830-0000 and ask for Patrick Coons. Patrick works from the Lawrence, KS office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Triad Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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