Ruth Torres

ONE ADVISORY PARTNERS | Financial Advisor

Overland Park, KS 66211

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CRD#: 6200016

Professional summary

Ruth Torres, who also goes by Ruth Monroy Torres, is a registered financial advisor currently at ONE ADVISORY PARTNERS, LLC located in Overland Park, Kansas.

Ruth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ruth has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ruth Monroy Torres

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruth Torres'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

January 20, 2025 - Present

ONE ADVISORY PARTNERS, LLC

Office #1: 5440 W 110th St., Overland Park, KS 66211

RIA

CRD#: 161614

Overland Park, KS

Past

April 10, 2018 - December 10, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

January 3, 2018 - December 10, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN ANTONIO, TX

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".

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 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
(1/21/2025)

IAR

Texas
(1/20/2025)

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: 4/8/2018

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: 1/3/2018

General Securities Representative Examination

Current Firm

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

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Contact information

Main Address

5440 W 110th St., Overland Park, KS 66211

Mailing Address

Phone number

(913) 663-2376

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE ADVISORY PARTNERS, LLC - FORM ADV PART 2 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	243
AUM (Assets Under Management)	$ 243,321,693

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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ruth Torres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruth Torres's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE ADVISORY PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ONE ADVISORY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2018

Current Firm

ONE ADVISORY PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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