Thomas Claude Elms
Investment adviser representative at Triune Financial Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Triune Financial Partners, LLCMay 2024 to now
- LPL FinancialMay 2018 to Apr 2024
- Biola UniversityAug 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6950605
- Firm CRD
- 152277