Loren E. Machina

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CRD#: 6574903

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Loren Elizabeth Machina, AIF®, who also goes by Loren E.m. Abbott, Loren E.m. Derrick, Loren Machina, was a registered financial professional .

Loren is a previously registered financial professional and started their career in finance in 2016. Loren had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Loren E.m. Abbott | Loren E.m. Derrick | Loren Machina

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.

Fixed Insurance; Investment Related; Overland Park, KS; Agent; Life, LTC, DI, Start Date: 01/01/2020; 5 hrs per month; 5 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

June 6, 2023 - October 25, 2024

TRIUNE FINANCIAL PARTNERS, LLC

RIA

CRD#: 152277

OVERLAND PARK, KS

Past

January 14, 2020 - May 8, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

OVERLAND PARK, KS

Past

January 8, 2020 - May 8, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

OVERLAND PARK, KS

Past

October 19, 2017 - January 3, 2020

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Overland Park, KS

Past

August 31, 2017 - January 3, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

Overland Park, KS

Past

May 12, 2016 - August 28, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OVERLAND PARK, KS

Past

February 25, 2016 - August 28, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/12/2016

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: 2/25/2016

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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Advisor Monitoring

Firm Stability Insights

Loren E. Machina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/25/2016

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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