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RS

Robert A. Sparrow

TRIUNE FINANCIAL PARTNERS
Overland Park, KS 66210
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CRD#: 4051232
RS

Professional summary


Robert Alexander Sparrow, CFP®, who also goes by Bob Sparrow, Robert Alexander Sparrow, Cfp, Cfbs, 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 1999. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Sparrow | Robert Alexander Sparrow, Cfp, Cfbs

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. 2) COLLEGE CHURCH OF THE NAZARENE FOUNDATION - NOT INVESTMENT RELATED - 6900 COLLEGE BLVD, SUITE 820, OVERLAND PARK, KS 66211 - SERVING AS VICE PRESIDENT - FINANCIALLY SUPPORT AND SUSTAIN THE MINISTRY OF COLLEGE CHURCH OF THE NAZARENE FOR CURRENT AND FUTURE GENERATIONS - STARTED 1/1/24 - 2 HOURS MONTHLY, 0 HOURS DURING TRADING - CREATE AND DELIVER OPPORTUNITIES THROUGH TESTAMENTARY GIVING TO COLLEGE CHURCH OF THE NAZARENE, EDUCATION OF OPTIONS AVAILABLE THROUGH ESTATE PLANNING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Alexander Sparrow'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®

Start date: 2004

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

BD
CRD#: 35747
OVERLAND PARK, KS
Past

May 6, 2005 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
OVERLAND PARK, KS
Past

May 6, 2005 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OVERLAND PARK, KS
Past

August 8, 2000 - May 13, 2005

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
OVERLAND PARK, KS
Past

November 2, 1999 - May 13, 2005

MML INVESTORS SERVICES, LLC

BD
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".
TF
TRIUNE FINANCIAL PARTNERS, LLC
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)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/13/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
TRIUNE FINANCIAL PARTNERS, LLC
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
24

SEC notice filing (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts960
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.

Company Information


TRIUNE FINANCIAL PARTNERS, LLC

CRD#: 152277Overland Park, KS 66210

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