Ashley Fitzhugh Daly
Investment adviser representative at Triune Financial Partners, LLC
14 yearsExperience
2 statesRegistered in
$1.5BFirm assets
16 yearsFirm in business
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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
14 years in the industry.
- Triune Financial Partners, LLCMay 2026 to now
- Adp Broker Dealer IncSep 2019 to now
- Adp LLCSep 2019 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
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
- 7174709
- Firm CRD
- 152277