Geoffrey Sean Huber
Investment adviser representative at Triune Financial Partners, LLC
9 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Triune Financial Partners, LLCDec 2009 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2011 to Dec 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Triune Financial Partners, LLC
$1.5BAssets managed
902Clients
16Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2192545
- Firm CRD
- 152277