Geoffrey S. Huber

TRIUNE FINANCIAL PARTNERS

Overland Park, KS 66210

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CRD#: 2192545

Professional summary

Geoffrey Sean Huber, CFP®, ChFC®, CLU®, who also goes by Geoffrey S Huber, is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Geoffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Insurance Planning

Employee and Employer Plan Ben...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Geoffrey S Huber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. CUSTOMARY COMPENSATION IN ADDITION TO ANY INVESTMENT ADVISORY FEES CHARGED BY TRIUNE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Sean Huber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 8, 2010 - Present

TRIUNE FINANCIAL PARTNERS, LLC

Office #1: Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210

RIA

CRD#: 152277

Overland Park, KS

Past

September 6, 2011 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OVERLAND PARK, KS

Past

May 13, 2005 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

OVERLAND PARK, KS

Past

May 13, 2005 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, KS

Past

November 1, 1999 - May 16, 2005

LEGACY FINANCIAL GROUP, INC.

RIA

CRD#: 113885

OVERLAND PARK, KS

Past

August 10, 1998 - May 17, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OVERLAND PARK, KS

Past

February 11, 1992 - May 17, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIUNE FINANCIAL PARTNERS, LLC

CRD#: 152277 / SEC#: 801-70960

RIA

Registered Investment Advisory firm - (1/8/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/8/2010)

IAR

Texas
(2/27/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/10/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/20/2007

General Securities Principal Examination

Current Firm

TRIUNE FINANCIAL PARTNERS, LLC

CRD#: 152277 / SEC#: 801-70960

RIA

Registered Investment Advisory firm - (1/8/2010 Approved)

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Contact information

Main Address

Lighton Plaza Ii 7400 College Blvd, Suite 300, Overland Park, KS 66210

Mailing Address

Phone number

(913) 825-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRIUNE FINANCIAL PARTNERS, LLC ADV P2A FIRM BROCHURE 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	960
AUM (Assets Under Management)	$ 1,299,182,909

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Geoffrey S. Huber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Sean Huber's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LEGACY FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1998

Series 63

Date: 2/3/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/14/1998

Series 6

Date: 2/10/1992

Series 24

Date: 1/20/2007

Current Firm

TRIUNE FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIUNE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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