Robert W. Crew

TRIUNE FINANCIAL PARTNERS

Overland Park, KS 66210

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CRD#: 2194720

Professional summary

Robert Wesley Crew, CFP®, who also goes by Bob Crew, is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Crew

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. 2) CHURCH OF THE NAZARENE, INVESTMENT RELATED, 17001 PRAIRE STAR PARKWAY, LENEXA, KS. NON-PROFIT. MEMBER OF THE INVESTMENT COMMITTEE SINCE 08/2017. 1 HR/MONTH; ALL DURING TRADING HOURS. REVIEW AND RECOMMEND ASSET ALLOCATION FOR VARIOUS FUNDS HELD BY THE CHURCH AND CONDUCT PERFORMANCE REVIEW OF INVESTMENT MANAGEMENT. 3) HEARTLAND HEMP EXTRACTION, LLC. S-K14 HIGHWAY, HUTCHINSON, KS 67501. NOT INVESTMENT RELATED. SHAREHOLDER SINCE 08/2020. DEVOTE 0 HOURS, PASSIVE SHAREHOLDER. NO RESPONSIBILITIES OR DUTIES. 4) CO-TRUSTEE OF A FAMILY MEMBER'S IRREVOCABLE TRUST (LARRY D. DOSKOCIL REVOCABLE TRUST DATED 2/20/1986). NOT INVESTMENT RELATED. 13800 W. 116TH STREET #3412, OLATHE, KS 66062. CO-TRUSTEE SINCE APRIL 2021. DEVOTE 10-25 HOURS PER MONTH, 2-8 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE MEETINGS WITH MANAGEMENT AND OTHER SHAREHOLDERS OF PRIVATE COMPANIES, BILL PAYMENT, PROPERTY MANAGEMENT, PROBATE ESTATE, FAMILY RELATIONSHIP MANAGEMENT. 5) COLLEGE CHURCH OF THE NAZARENE. NOT INVESTMENT RELATED. 2020 SHERIDAN, OLATHE, KS 66062. NON-PROFIT, RELIGIOUS. MEMBE OF THE ADMINISTRATION COMMITTEE SINCE 10/01/23. 2 HOURS/MONTH NOT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wesley Crew'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: 1996

Experience

Current

January 11, 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

February 10, 2009 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WICHITA, KS

Past

February 10, 2009 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WICHITA, KS

Past

December 1, 1999 - February 20, 2009

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WICHITA, KS

Past

July 8, 1999 - March 23, 2005

WEALTH DYNAMICS, LLC

RIA

CRD#: 116144

WICHITA, KS

Past

January 15, 1992 - February 20, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

WICHITA, KS

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
(1/11/2010)

IAR

Texas
(10/7/2016)

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: 1/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/20/1992

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: 1/13/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/4/1999

Investment Company Products/Variable Contracts 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.

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Firm Stability Insights

Robert W. Crew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wesley Crew's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

WEALTH DYNAMICS, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/1999

Series 63

Date: 1/20/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/13/1992

Series 26

Date: 1/4/1999

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

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