Kristen
Parrott
Triune Financial Partners, LLC
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About this Advisor
Kristen Parrott is a financial advisor based in Overland Park, Kansas, working with Triune Financial Partners, LLC. Kristen has previously held positions at Triune Financial Partners, LLC, Core First Bank And Trust, Caseys, Subway, Woodforest National Bank, Williams Nationalease, O'Brien Auto Team, Heartland Community College, and Illinois State University. Kristen has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Kristen is part of Triune Financial Partners, LLC, which operates out of Overland Park, Kansas. The firm has 24 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Triune Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Triune Financial Partners, LLC Brokerage Details
$1,132,184,487
24
2,721
$416,091
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kristen Parrott Work History
Triune Financial Partners, LLC
Core First Bank And Trust
Caseys
Caseys
O'Brien Auto Team
Subway
O'Brien Auto Team
Illinois State University
Williams Nationalease
Subway
Woodforest National Bank
Caseys
Heartland Community College
Disclosures
Please visit the SEC profile of Kristen Parrott 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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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