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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Triune Financial Partners | Overland Park, KS | Jun 2023 - Current | < 1 |
Kompass Kapital Funding | Overland Park, KS | Feb 2022 - May 2023 | 1 |
Enterprise Bank | Olathe, KS | May 2019 - Jan 2022 | 2 |
Student | Atchison, KS | Aug 2018 - Apr 2019 | < 1 |
Farmers And Merchants Bank | Mound City, KS | Jun 2018 - Jul 2018 | < 1 |
Student | Pittsburg, KS | Aug 2017 - May 2018 | < 1 |
Girard National Bank | Girard, KS | Aug 2016 - Jul 2017 | < 1 |
Community National Bank | Pittsburg, KS | Aug 2015 - Jul 2016 | < 1 |
Farmers And Merchants Bank | Mound City, KS | Aug 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- KS
-
Total Assets Under Management1,132MILLIONS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.