Brandon A. Blankenship

TRIUNE FINANCIAL PARTNERS

Overland Park, KS 66210

Some features on this profile are disabled

CRD#: 5784735

Professional summary

Brandon A Blankenship, CFP®, who also goes by Brandon A Blankenship, is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon A Blankenship

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.

*510118 - Rental Property; Investment related - Yes; Tempe, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2010; During business hours: 0; After business hours: 1; *510139 - Rental Property; Investment related - Yes; Chandler, Arizona; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2013; During business hours: 0; After business hours: 1; *510142 - Rental Property; Investment related - Yes; Broken Arrow, Oklahoma; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2013; During business hours: 0; After business hours: 1; *510145 - Rental Property; Investment related - Yes; Littleton, Colorado; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 1; *510601 - Rental Property; Investment related - Yes; Castle Rock, Colorado; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon A Blankenship'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

Experience

Current

September 13, 2024 - 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

July 28, 2022 - August 11, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Oklahoma City, OK

Past

July 28, 2022 - August 11, 2023

MORGAN STANLEY

CRD#: 149777

Oklahoma City, OK

Past

September 26, 2018 - November 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

Greenwood Village, CO

Past

September 26, 2018 - November 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GREENWOOD VILLAGE, CO

Past

October 30, 2017 - April 2, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

October 30, 2017 - April 2, 2018

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

November 16, 2010 - April 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DENVER, CO

Past

September 24, 2010 - April 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DENVER, CO

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
(9/13/2024)

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: 11/15/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2010

General Securities Representative Examination

Current Firm

TRIUNE FINANCIAL PARTNERS, LLC

CRD#: 152277 / SEC#: 801-70960

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Gerilyn Denny

MORGAN STANLEY

IAR

Seattle, WA

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY

Ian Mcleod

IMPACT INVESTORS

IAR

San Francisco, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brandon A. Blankenship

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon A Blankenship's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2010

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

Similar Advisors