AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DC

Devin W. Choules

TRIAD WEALTH PARTNERS
St George, UT 84770
Some features on this profile are disabled
CRD#: 5960686
DC

Professional summary

Devin Warren Choules is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in St George, Utah.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Devin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Warren Choules's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 5, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 1031 S Bluff Street Suite 20, St George, UT 84770Office #2: 491 N. Main Street, Logan, UT 84321Office #3: 49 W 300 N, Clearfield, UT 84015
RIA
CRD#: 326523
St George, UT
Past

April 20, 2021 - August 11, 2021

VISIONARY WEALTH MANAGEMENT, LLC

RIA
CRD#: 311702
LOGAN, UT
Past

July 8, 2020 - August 23, 2021

GIBBS WEALTH MANAGEMENT, LLC

RIA
CRD#: 281621
LOGAN, UT
Past

January 22, 2019 - March 6, 2026

COPPELL ADVISORY SOLUTIONS LLC

RIA
CRD#: 156549
Logan, UT
Past

November 18, 2011 - October 30, 2014

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
OREM, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(11/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/23/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/30/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523St George, UT 84770

TRUST BUT VERIFY

Monitor Devin Choules

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Matthew Allen Jeannes
Matthew JeannesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Reno, NV
Gerri A Harrison
Gerri HarrisonAdvisorCheck Check Mark
J. W. COLE ADVISORS, INC.
IAR
RR
Johnson City, NY
AS
Angela StulleyAdvisorCheck Check Mark
TTBD, LLC
PR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.