DC
DC

Devin Warren Choules

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

95 w 100 s #106, Logan, UT, 84321

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Devin sells and services insurance products, including life insurance, annuities, disability income, and long-term care, for multiple carriers through Choules Financial, dedicating about a quarter of his time. Devin also owns The Slice, handling payroll and taxes for about an hour per month, and is an Investment Advisor Representative for Gibbs Wealth Management, LLC, spending about 10% of his time on this activity.

Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2025 - Present · 3 mos
Coppell Advisory Solutions LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Visionary Wealth Management, LLC
April 2021 - August 2021 · 4 mos
Gibbs Wealth Management, LLC
July 2020 - August 2021 · 1 yr 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.