RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brandon Blankenship
- Partner or owner
- “Brandon’s ideal client seeks a partner to help establish or refine a holistic, lifelong, and often multigenerational plan for their family.”reportedtriunefp.comthe sentence on the bio page
- Professional profile
- triunefp.com/brandon-blankenshipreportedtriunefp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Triune Financial Partners, LLC independent RIA currentsince Sep 13, 2024 · Overland Park, Ks
- Morgan Stanley wirehouseJul 28, 2022 to Aug 11, 2023 · Kansas City, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 26, 2018 to Nov 1, 2021 · Greenwood Village, Co
- LPL Financial LLC BD affiliatedOct 30, 2017 to Apr 2, 2018 · Denver, Co
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 16, 2010 to Apr 6, 2016 · Chicago, Il
- Morgan Stanley to Triune Financial Partners, LLCleft Aug 11, 2023, registered Sep 13, 2024 (399 days) · Wirehouse to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Nov 1, 2021, registered Jul 28, 2022 (269 days) · Wirehouse to wirehouse
- LPL Financial LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 2, 2018, registered Sep 26, 2018 (177 days) · RIA to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Apr 6, 2016, registered Oct 30, 2017 (572 days) · Other
- Brandon Blankenship left Morgan Stanley for Triune Financial Partners, Llc (registered 2024-09-13)Aug 11, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address