$1.5B Total AUM
$1.2B Disc. AUM
12.3% 3Y CAGR
24 Employees
963 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2010
- Office Locations
- 4
Office Locations
7600 W 75th Street Overland Park KS
Lighton Plaza II 7400 College Blvd, Suite 300 Overland Park KS
-- Lenexa KS
About Triune Financial Partners, LLC
Triune Financial Partners, LLC is a Overland Park-based RIA with 4 offices. The firm has been operating for 16 years. Managing $1.5B in total assets under management, with 11 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
55 AVG AGE
$138.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.7 yrs AVG TENURE
24 Employees
11 Advisory Reps
17 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JEFFEREY ROBERT JAWORSKI
Managing Partner, Owner, Partner
- CRD
- #2221948
- Ownership
- 75% or more
Available
Available
Available
M
MELISSA P FIGEAC-NANEZ
Chief Compliance Officer
- CRD
- #5586806
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
B
Brandon Blankenship
Financial Life Planner
- CRD
- #5784735
Available
Available
Available
B
Blaine Cline
Financial Life Planner
- CRD
- #7723206
Available
Available
Available
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,238,238,404 | $504,169 |
| Non-Discretionary | $283,628,833 | $2,215,850 |
| Total | $1,521,867,237 | $588,958 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available Other:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing