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Ashley F. Daly

TRIUNE FINANCIAL PARTNERS
OVERLAND PARK, KS 66210
CRD#: 7174709
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Ashley Fitzhugh DalyTRIUNE FINANCIAL PARTNERS

Professional summary

Ashley Fitzhugh Daly, who also goes by Ashley Daly, Ashley Catherine Fitzhugh, is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ashley has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashley Daly | Ashley Catherine Fitzhugh

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 Ashley Fitzhugh Daly'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

May 29, 2026 - 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

November 16, 2019 - May 1, 2026

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ

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
(5/29/2026)
IAR
Texas
(5/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/15/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/10/2019
Securities Industry Essentials Examination

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 (24 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 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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