Rece Dawson
Investment adviser representative at Triune Financial Partners, LLC
10 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
10 years in the industry.
- Triune Financial Partners, LLCJun 2023 to now
- Kompass Kapital FundingFeb 2022 to May 2023
- Enterprise BankMay 2019 to Jan 2022
- StudentAug 2018 to Apr 2019
- Farmers and Merchants BankJun 2018 to Jul 2018
- StudentAug 2017 to May 2018
- Girard National BankAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7800820
- Firm CRD
- 152277