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TRIUNE FINANCIAL PARTNERS, LLC

OVERLAND PARK, KS · CRD 152277 · IAPD ↗ · 913-825-6100

$1.52BRegulatory AUM
11Advisory reps
24Employees
61Clients
More than 500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — TRIUNE FINANCIAL PARTNERS, LLC notice-filed in MD, NC, OH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — TRIUNE FINANCIAL PARTNERS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — TRIUNE FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($939.7M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.