Triune Financial Partners, LLC

Triune Financial Partners, LLC (CRD# 152277) is a financial advisory firm headquartered in Overland Park, KS. They manage $339,199,015 in 1,225 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    1,225
    ACCOUNTS
  • Average Account Value
    $276,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, KS, LA, MO, NE, OK, TX

Financial Advisors at Triune Financial Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Geoffrey S. Huber
CRD#: 2192545
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
96
Wealthminder
score

Geoffrey Huber (CRD# 2192545) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Geoffrey Huber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jefferey R. Jaworski
CRD#: 2221948
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
96
Wealthminder
score

Jefferey Jaworski (CRD# 2221948) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Jefferey Jaworski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert A. Sparrow
CRD#: 4051232
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
96
Wealthminder
score

Robert Sparrow (CRD# 4051232) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 16 years of experience in the finance industry. Robert Sparrow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James P. Mullinix
CRD#: 1141214
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
93
Wealthminder
score

James Mullinix (CRD# 1141214) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 32 years of experience in the finance industry.

5
Melissa P. Figeac-Nanez
CRD#: 5586806
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
90
Wealthminder
score

Melissa Figeac-Nanez (CRD# 5586806) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

6
Kyle E. Krull
CRD#: 2129525
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
90
Wealthminder
score

Kyle Krull (CRD# 2129525) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 22 years of experience in the finance industry. Kyle Krull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jesse H. Bunse
CRD#: 6228268
Lighton Plaza Ii, 7400 College Blvd., Ste 300, Overland Park, KS 66210
89
Wealthminder
score

Jesse Bunse (CRD# 6228268) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.

8
Bryan J. Gum
CRD#: 6517530
7400 College Blvd, Suite 300, Overland Park, KS 66210
87
Wealthminder
score

Bryan Gum (CRD# 6517530) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

9
Robert W. Crew
CRD#: 2194720
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
86
Wealthminder
score

Robert Crew (CRD# 2194720) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 24 years of experience in the finance industry. Robert Crew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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