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RD

Rece Dawson

TRIUNE FINANCIAL PARTNERS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 7800820
RD

Professional summary

Rece Dawson is a registered financial advisor currently at TRIUNE FINANCIAL PARTNERS, LLC located in Overland Park, Kansas.

Rece is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rece has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Farmers and Merchants Bank, Not Investment Related, 103 South 5th Street, Mound City, KS 66056, Banking, Associate Director, Start Date 08/15/2023, 2 hours/monthly during trading hours, duties include receiving board meeting updates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rece Dawson'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

September 22, 2023 - 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

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
(9/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2023
Uniform Investment Adviser Law 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 (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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