Rece
Dawson
Triune Financial Partners, LLC
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About this Advisor
Rece Dawson is a financial advisor based in Overland Park, Kansas, working with Triune Financial Partners, LLC. Rece has previously held positions at Triune Financial Partners, Kompass Kapital Funding, Enterprise Bank, Student, Farmers And Merchants Bank, Girard National Bank, and Community National Bank. Rece has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Rece 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
Rece Dawson Work History
Triune Financial Partners
Kompass Kapital Funding
Enterprise Bank
Farmers And Merchants Bank
Student
Student
Girard National Bank
Community National Bank
Farmers And Merchants Bank
Disclosures
Please visit the SEC profile of Rece Dawson 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
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