Alexis Burchett
Professional Summary
Alexis Burchett, who also goes by Alexis Skylar Burchett, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Lawrence, Kansas. Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexis has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alexis Skylar Burchett
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | SCHENCK INSURANCE & FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL
Contact Information
Main Address
805 New Hampshire Unit A, Lawrence, KS 66044Phone Number
(785) 830-0000# of Employees
46SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,187AUM (Assets Under Management)
$1,526,606,248Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | SCHENCK INSURANCE & FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL
State Registrations and Notice Filings
(6/29/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Alexis Burchett's CRS (Customer Relationship Summary).
Similar Advisors
FARTHER
LPL FINANCIAL LLC
CAPITAL CLIENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC