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Anya Jo Grovenburg

Triune Financial Partners, LLC

Overland Park, KS

CRD 6493447

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Employer firm

Triune Financial Partners, LLC CRD 152277

$1.52B regulatory AUM 61 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Triune Financial Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-11-16
  • KS RA
    APPROVED
    Since 2017-11-16

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Get Smarter Prep Overland Park KS 01/2014 06/2017
Purshe Kaplan Sterling Investments Albany NY 04/2017 12/2018
Triune Financial Partners, Llc Overland Park KS 06/2016 Present
  • 01/2014 → 06/2017
    Get Smarter Prep
    Overland Park, KS
  • 04/2017 → 12/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2016 → Present
    Overland Park, KS
Previous Registrations
  • 2015-09-11 → 2015-10-21
    Olathe, KS
    St Louis, MO
    Olathe, KS
    St Louis, MO
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-21
  • S66 Uniform Combined State Law Examination
    2015-07-21
Other Names
  • Anya Jo Motley

View on SEC IAPD

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