J E. Hartzler

TRIUNE FINANCIAL PARTNERS

Overland Park, KS 66203

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CRD#: 5417949

Professional summary

J Emerson Hartzler is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. J has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

FINANCIAL 20/20 - 7/1/2015 - PRESENT - I OPERATE A PRO BONO FINANCIAL PLANNING SERVICE AS OF FROM MY PRIVATE OFFICE AT 7600 W. 75TH STREET, OVERLAND PARK, KS 66203. MY PHONE NUMBER IS (913) 302-7612. I WORK APPROXIMATELY 20 HOURS PER WEEK PROVIDING PLANNING AND BUDGETING SERVICES TO INDIVIDUALS AND FAMILIES AT NO CHARGE. I WORK ALONE, HAVE NO EMPLOYEES OR ASSOCIATES AND PAY ALL OF MY EXPENSES TO OPERATE THIS OFFICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Emerson Hartzler'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®

None

Experience

Current

March 21, 2017 - Present

TRIUNE FINANCIAL PARTNERS, LLC

Office #1: 7600 W 75th Street, Overland Park, KS 66203

RIA

CRD#: 152277

Overland Park, KS

Past

January 8, 2010 - August 13, 2015

TRIUNE FINANCIAL PARTNERS, LLC

RIA

CRD#: 152277

OVERLAND PARK, KS

Past

March 18, 2008 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

OVERLAND PARK, KS

Past

October 25, 2007 - September 27, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, 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
(3/21/2017)

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 66

Date: 3/17/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/2007

General Securities Representative 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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J E. Hartzler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Emerson Hartzler's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIUNE FINANCIAL PARTNERS, LLC

TRIUNE FINANCIAL PARTNERS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2008

Series 7

Date: 10/24/2007

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

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