Triune Financial Partners, LLC
Triune Financial Partners, LLC (CRD# 152277) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,132,184,487 in 2,721 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management1,132MILLION
-
Total Number of Accounts2,721ACCOUNTS
-
Average Account Value$416,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NE, NH, NJ, NY, OK, PA, TN, TX, VA, WA
Hal Wood (CRD# 4478598) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Lenexa, KS and has over 6 years of experience in the finance industry.
Rece Dawson (CRD# 7800820) 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.
John Scherschligt (CRD# 7861667) 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.