Advisor at Triune Financial Partners, LLC
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Firm
Triune Financial Partners, LLC
Location
Overland Park, KS 66210
Credentials
Series 65
Industry experience
1 year
Anne Winship is a financial advisor at Triune Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Triune Financial Partners since 2022. Prior to her current role, her work history includes positions outside the financial industry, such as at Prospect Construction and Apprenticeship & Non-Traditional Employment for Women. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, including Dimensional Fund Advisors funds, with discretionary portfolio management tailored to client objectives.
Based on Triune Financial Partners, LLC
Based on Triune Financial Partners, LLC
Financial planning and consulting services may be charged on a fixed fee basis; educational seminars/workshops fees and article/white paper fees also charged as flat fees.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.45% $20,000,000 - $50,000,000: 0.35% $50,000,000 - $100,000,000: 0.30%
Certain personnel may receive commissions from insurance products sold separately; not part of advisory fees.
Financial planning fees may be charged on an hourly basis, rates typically starting at $100 per hour.
Fee-only: Financial planning fees typically range from $100 to $25,000, charged hourly or fixed fee basis; consulting fees negotiated per client; educational seminars/workshops fees range from $500 to $25,000 per session; article/white paper fees range from $500 to $2,500 per article.
Lighton Plaza Ii, 7400 College Blvd, Suite 300
Overland Park, KS 66210
Kansas
Triune Financial Partners
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Prospect Construction
2021 - 2021 (1 year)
Apprenticeship & Non-Traditional Employment for Women
2021 - 2021 (1 year)
Unemployed
2019 - 2021 (2 years)
University of North Texas
2017 - 2019 (2 years)
Beth Marie's Old Fashioned Ice Cream and Soda Fountain
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
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Series 63, Series 65
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Series 65
Overland Park, KS
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CFP®
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Dynamic Wealth LLC
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