Robert
Sparrow

Triune Financial Partners, LLC

CRD#4051232
Investment Advisor
in Overland Park, KS

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About this Advisor

Robert Sparrow is a financial advisor based in Overland Park, Kansas, working with Triune Financial Partners, LLC. Robert has previously held positions at Purshe Kaplan Sterling Investments, Inc and Triune Financial Partners, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Robert 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lighton Plaza Ii 7400 College Blvd, Suite 300
Overland Park, KS 66210

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Triune Financial Partners, LLC Brokerage Details

Total Assets Under Management

$1,132,184,487

KS Average: $2,243,162,756
Total Number of Employees

24

KS Average: 44
Total Number of Accounts

2,721

KS Average: 4,091
Average Account Size

$416,091

KS Average: $548,316

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

Robert Sparrow Work History

2009 - Present (15 years)

Triune Financial Partners, LLC

2005 - Present (19 years)

Triune Financial Partners, LLC

2011 - 2018 (7 years)

Purshe Kaplan Sterling Investments, Inc

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Disclosures

Please visit the SEC profile of Robert Sparrow 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

Anne Winship
Overland Park, KS
Rece Dawson
Overland Park, KS
John Scherschligt
Overland Park, KS
Kristen Parrott
Overland Park, KS
Loren Machina
Overland Park, KS
Justin Hicks
Overland Park, KS
Bryan Gum
Overland Park, KS
Brad Banowetz
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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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.

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