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).

Current Firm Details
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210
https://www.linkedin.com/company/triune-financial-partners-llc
By the Numbers
  • Total Assets Under Management
    1,132
    MILLION
  • Total Number of Accounts
    2,721
    ACCOUNTS
  • Average Account Value
    $416,091
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NE, NH, NJ, NY, OK, PA, TN, TX, VA, WA

Financial Advisors at Triune Financial Partners, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Hal Wood, financial advisor Lenexa KS
Hal F. Wood
CRD#: 4478598
Lenexa, KS

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.

12
Rece Dawson, financial advisor Overland Park KS
Rece Dawson
CRD#: 7800820
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210

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.

13
John Scherschligt, financial advisor Overland Park KS
John H. Scherschligt
CRD#: 7861667
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS 66210

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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