Robert Wesley Crew

Current Employers

Employment History

• 12/2009 → Present
  Triune Financial Partners
  Overland Park, KS
• 09/2011 → 12/2018
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2009-02-10 → 2011-09-27
  Cambridge Investment Research Advisors, Inc.
  Wichita, KS
• 1999-12-01 → 2009-02-20
  Mml Investors Services, Llc
  Wichita, KS
  Wichita, KS
• 1999-07-08 → 2005-03-23
  Wealth Dynamics, Llc
  Wichita, KS

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. CUSTOMARY COMPENSATION IN ADDITION TO ANY INVESTMENT ADVISORY FEES CHARGED BY TRIUNE. 2) CHURCH OF THE NAZARENE, INVESTMENT RELATED, 17001 PRAIRE STAR PARKWAY, LENEXA, KS. NON-PROFIT. MEMBER OF THE INVESTMENT COMMITTEE SINCE 08/2017. 1 HR/MONTH; ALL DURING TRADING HOURS. REVIEW AND RECOMMEND ASSET ALLOCATION FOR VARIOUS FUNDS HELD BY THE CHURCH AND CONDUCT PERFORMANCE REVIEW OF INVESTMENT MANAGEMENT. 3) HEARTLAND HEMP EXTRACTION, LLC. S-K14 HIGHWAY, HUTCHINSON, KS 67501. NOT INVESTMENT RELATED. SHAREHOLDER SINCE 08/2020. DEVOTE 0 HOURS, PASSIVE SHAREHOLDER. NO RESPONSIBILITIES OR DUTIES. 4) CO-TRUSTEE OF A FAMILY MEMBER'S IRREVOCABLE TRUST (LARRY D. DOSKOCIL REVOCABLE TRUST DATED 2/20/1986). NOT INVESTMENT RELATED. 13800 W. 116TH STREET #3412, OLATHE, KS 66062. CO-TRUSTEE SINCE APRIL 2021. DEVOTE 10-25 HOURS PER MONTH, 2-8 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE MEETINGS WITH MANAGEMENT AND OTHER SHAREHOLDERS OF PRIVATE COMPANIES, BILL PAYMENT, PROPERTY MANAGEMENT, PROBATE ESTATE, FAMILY RELATIONSHIP MANAGEMENT. 5) COLLEGE CHURCH OF THE NAZARENE. NOT INVESTMENT RELATED. 2020 SHERIDAN, OLATHE, KS 66062. NON-PROFIT, RELIGIOUS. MEMBE OF THE ADMINISTRATION COMMITTEE SINCE 10/01/23. 2 HOURS/MONTH NOT DURING TRADING HOURS. 6) GRAB HOLDINGS, INC. - 14362 N. FRANK LLOYD WRIGHT BLVD., SUITE 100, SCOTTSDALE, AZ 85260, NOT INVESTMENT RELATED, MINORITY SHAREHOLDER SINCE 08/19/23, PRIVATE COMPANY CREATED FOR THE PURPOSE OF DEVELOPING VARIOUS TECHNOLOGIES, DEVOTE ZERO HOURS. 7) COLLEGE CHURCH OF THE NAZARENE, 2020 E. SHERIDAN, OLATHE, KS 66062 - NOT INVESTMENT RELATED, VOLUNTEER, UNPAID POSITION SINCE 08/15/2026, DEVOTE 20 HOURS/MONTH, 5 HOURS DURING TRADING HOURS. THE PURPOSE IS TO DEVELOP A COMPREHENSIVE STEWARDSHIP PROGRAM FOR THE CHURCH. 8) CCN FOUNDATION, 2020 E. SHERIDAN, OLATHE, KS 66062 - NOT INVESTMENT RELATED, VOLUNTEER, UNPAID POSITION, APPOINTED PRESIDENT 7/9/2026 BUT WILL NOT MEET WITH CHURCH MEMBERS OR CHURCH STAFF IN THIS CAPACITY UNTIL 10/1/2026. DEVOTE 15 HOURS/MONTH, 5 HOURS DURING TRADING HOURS. PROMOTE CHARITABLE GIFTS TO AND FOR THE BENEFIT OF COLLEGE CHURCH OF THE NAZARENE. MANAGE GIFTS RECEIVED ACCORDING TO POLICIES ADOPTED BY THE CCNF BOARD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-08
• S63 Uniform Securities Agent State Law Examination
  1992-01-20

Designations

Other Names

• Bob Crew