Investment adviser representative · Triune Financial Partners, LLC
Robert W. Crew
CRD 2194720 · Overland Park, KS
At a glance
Robert W. Crew is an investment adviser representative with Triune Financial Partners, LLC in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Triune Financial Partners, LLCSince January 2010Overland Park, KS · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Triune Financial Partners, LLC
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- Melissa P. Figeac-NanezOverland Park
- J E. HartzlerOverland Park
- Geoffrey S. HuberOverland Park · Certified Financial Planner, Chartered Financial Consultant
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