Bryan Gum, CFP®CRD Number: 6517530
Current Firm: Triune Financial Partners, LLC
Compensation Model: Both
Bryan Gum (CRD# 6517530) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 4 years of experience.
As a financial planner, Bryan knows you can’t out-earn your problems. “Obtaining financial freedom is about using money as a tool to provide for the life you want, with an intentional focus on what really matters.” That’s why Bryan loves helping clients make planning decisions that benefit a client's whole self: financial life, personal life, and marital life. “When you can get everything clicking together, amazing things happen.”
Learning there were really only four uses for money—live, give, owe and grow—was pivotal for Bryan. “Getting these in the right priority order absolutely changed my life, my relationship with money, and my relationship with my wife.”
Bryan joined Triune in 2014 and loves working with on-the-move clients who are making an impact in their fields and leading their teams and organizations (or will be soon). His dream clients are eager to learn, responsive and collaborative. He’d like to work with even more business owners. “I find that there are more ‘moving parts’ and more value that we bring to the table helping them to organize and simplify their financial lives.”
Bryan received his Bachelor of Science in Business, with an emphasis in Marketing and Economics from Kansas State University. The second born of four boys, he enjoys spending time with his family and friends. He and his wife, Jillian, play music during worship with Jacob’s Well Church and The Open Table. When he’s not at Triune, Bryan is likely shooting photography, cheering on Sporting KC or staying active on an indoor soccer team.
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
Cambridge Investment Research Advisors, Inc.
|Triune Financial Partners, LLC||Overland Park, KS||Dec 2014 - Current||5|
|Self-employment||Overland Park, KS||Mar 2013 - Current||7|
|Herbalife||Manhattan, KS||Oct 2012 - Current||7|
|Transatlantic Films||Fairway, KS||Aug 2014 - Nov 2014||< 1|
|Hill's Pet Nutrition||Indianapolis, IN||May 2014 - Aug 2014||< 1|
|Full Time Education||Manhattan, KS||Jun 2005 - Aug 2014||9|
|Sporting Kansas City||Kansas City, MO||May 2013 - Oct 2013||< 1|
|Young Entrepreneurs Across America - Student Painters||Overland Park, KS||Dec 2012 - Sep 2013||< 1|
|Varsity Donuts||Manhattan, KS||Sep 2012 - Jan 2013||< 1|
|Bonefish Grill||Leawood, KS||Dec 2009 - Mar 2012||2|
|The Ritz Charles||Overland Park, KS||Jan 2011 - May 2011||< 1|
|Twisters Frozen Custard||Overland Park, KS||Apr 2009 - Sep 2009||< 1|
|Kansas City Catering||Kansas City, MO||Nov 2008 - Feb 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2015|
Total Assets Under Management636MILLIONS
Total Number of Accounts2,056ACCOUNTS
Average Account Value$309,309
- 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)
AZ, CA, FL, IA, IL, IN, KS, LA, MN, MO, NE, NJ, NY, OK, PA, TN, TX, VA
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