Justin
Hicks
Triune Financial Partners, LLC
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About this Advisor
Justin Hicks is a certified financial planner based in Overland Park, Kansas with 4 years of relevant experience. Hicks works at Triune Financial Partners, LLC. During their career, the advisor has held roles at Searcy Financial Services, Inc, O'Reilly Auto Parts, Sprint, Northwestern Mutual, Cerner, Northwest Missouri State University, Worlds Of Fun, Allos Investment Advisors, LLC, First Tee Of Greater Kansas City and Triune Financial Partners, LLC. Hicks holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Kansas and Texas. Triune Financial Partners, LLC is an advisory business based out of Overland Park, KS. It administers $940 million in assets between its 2,623 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 2,623 client accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Triune Financial Partners, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules depend on which services are offered. However, fees charged by Triune Financial Partners, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triune Financial Partners, LLC Brokerage Details
$939,728,613
22
2,623
$358,265
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Justin Hicks Work History
Justin has been registered as a financial advisor for 4 years.*
First Tee Of Greater Kansas City
Triune Financial Partners, LLC
Searcy Financial Services, Inc
Allos Investment Advisors, LLC
Sprint
O'Reilly Auto Parts
Northwestern Mutual
Cerner
Northwest Missouri State University
Worlds Of Fun
O'Reilly Auto Parts
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Hicks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triune Financial Partners, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Shawnee, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
