Triune Financial Partners, LLC became an SEC-registered investment adviser in 2010. Its principal place of business is in Overland Park, Kansas. Below is the firm's principal shareholder (i.e., those individuals and/or entities controlling 25% or more of this company).
• Jefferey Robert Jaworski, Shareholder, Managing Partner, Investment Adviser Representative Triune Financial Partners, LLC (Triune) offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT SERVICES Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), and tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Clients may also choose to utilize value-based, screened mutual funds. Our investment recommendations will generally include advice regarding the following securities:
• Exchange-listed securities
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Checking and Money Market Accounts
• Municipal securities
• Variable annuities
• Mutual fund shares
• United States governmental securities
• Options contracts on securities
• Interests in partnerships investing in real estate, leasing programs, oil and gas interests and managed futures
• Interests in separately managed accounts (separate accounts) Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. MODEL PORTFOLIO MANAGEMENT SERVICES Our firm provides portfolio management services to clients using model asset allocation portfolios. Each investment model portfolio is designed to meet a particular investment goal. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), and tax considerations. Through personal discussions with the client in which the client's goals and objectives are established, we determine if the investment model portfolio is suitable to the client's circumstances. Once we determine the suitability of the portfolio, the portfolio is managed based on the portfolio's goal. Clients, nevertheless, could place reasonable restrictions on the types of investments to be held in their account. Clients retain individual ownership of all securities. Our investment recommendations will generally include advice regarding the following securities:
• Exchange-listed securities
• Mutual fund shares
• Interests in partnerships investing in real estate
• Annuities Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity, and suitability. To ensure that our initial determination of an appropriate portfolio remains suitable and that the account continues to be managed in a manner consistent with the client's financial circumstances, we will:
• At least annually, contact each participating client to determine whether there have been any changes in the client's financial situation or investment objectives, and whether the client wishes to impose investment restrictions or modify existing restrictions;
• Be reasonably available to consult with the client;
• Maintain client suitability information;
• Determine client’s risk tolerance based on investment time horizon;
• Review and have client sign an Investment Policy Statement (IPS) RETIREMENT PLAN CONSULTING & MANAGEMENT SERVICES Triune consults on a variety of Defined Contribution and Defined Benefit retirement plans, for both for-profit businesses as well as non-profits and institutions. We offer these services, where appropriate, to individuals and trusts, corporations and other businesses, churches, not-for-profit entities, and charitable organizations. For the sponsors of retirement plans, Triune will either serve as the plan’s investment advisor pursuant to 3(21) of ERISA (in which case Triune will recommend investment decisions for approval by the plan’s named fiduciaries on a non-discretionary basis) or as the plan’s investment manager pursuant to 3(38) of ERISA (in which case Triune will manage the plan’s investment decision on a discretionary basis). In either case, Triune will assist the plan sponsor with any notices or transactions resulting from a change in the plan’s investment options. Retirement Plan Consulting Services are comprised of four distinct services. Clients may choose to use any or all these services. Regular Reviews & Benchmarking: Triune will meet with client (in person, virtually, or by phone) in a frequency and timing as mutual agreed to in order to review the overall plan health. Factors to be considered are plan and participant metrics, cash flows, fees, investments and service model. We help to facilitate communication with back-office service providers like the TPA (Third Party Administrator), record-keeper, custodian, and ERISA Auditor to prepare for these reviews and to advise the client. Investment Policy Statement Preparation (hereinafter referred to as ''IPS''): We will meet with the client (in person, virtually, or by phone) to determine an appropriate investment strategy that reflects the plan sponsor's stated investment objectives for management of the overall plan. Our firm then prepares a written IPS listing the criteria for selection of investment vehicles as well as the procedures and timing interval for monitoring of investment performance. Selection & Monitoring of Investment Vehicles: We will review various investment vehicles [both index (or “passive”) and managed (or “active”)] to determine which investments are appropriate to implement the client's IPS. The number of investments to be recommended will be determined by Triune and agreed to by the client. We then monitor client investments based on the procedures and timing intervals delineated in the IPS and will recommend changes when warranted, per the IPS. Although Triune is not involved in any way in the purchase or sale of these investments, we supervise the client's portfolio and will make recommendations to the client or take action as their needs and our authority dictates. Employee

Communications & Enrollment Support: For retirement plan clients with individual plan participants exercising control over assets in their own accounts (''self- directed plans''), we may also provide educational workshops and enrollment sessions designed for the plan participants. These meetings may be conducted in personal, virtually or by phone. Print materials may be distributed electronically, via U.S. mail, or posted online. The nature of the topics to be covered will be determined by us and the client under the guidelines established in ERISA Section 404(c). Retirement Plan Rollover Recommendations - When Triune provides investment advice about your retirement plan account or individual retirement account (“IRA”) including whether to maintain investments and/or proceeds in the retirement plan account, rollover such investment/proceeds from the retirement plan account to an IRA or make a distribution from the retirement plan account, we acknowledge that Triune is a “fiduciary” within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”) as applicable, which are laws governing retirement accounts. The way Triune makes money creates conflicts with your interests so Triune operates under a special rule that requires Triune to act in your best interest and not put our interest ahead of you. Under this special rule’s provisions, as a fiduciary Triune must meet a professional standard of care when making investment recommendations (e.g., give prudent advice); never put the financial interests of Triune ahead of you when making recommendations (e.g., give loyal advice); avoid misleading statements about conflicts of interest, fees, and investments; follow policies and procedures designed to ensure that Triune gives advice that is in your best interest; charge no more than is reasonable for the services of Triune; and give Client basic information about conflicts of interest. We can earn increased investment advisory fees by recommending that you roll over your account at the retirement plan to an IRA managed by Triune. We will earn fewer investment advisory fees if you do not roll over the funds in the retirement plan to an IRA managed by Triune. We have taken steps to manage this conflict of interest. We have adopted an impartial conduct standard whereby our investment adviser representatives will (i) provide investment advice to a retirement plan participant regarding a rollover of funds from the retirement plan in accordance with the fiduciary status described below, (ii) not recommend investments which result in Triune receiving unreasonable compensation related to the rollover of funds from the retirement plan to an IRA, and (iii) fully disclose compensation received by Triune and our supervised persons and any material conflicts of interest related to recommending the rollover of funds from the retirement plan to an IRA and refrain from making any materially misleading statements regarding such rollover. When providing advice to your regarding a retirement plan account or IRA, our investment advisor representatives will act with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk, tolerance, financial circumstances, and a client’s needs, without regard to the financial or other interests of Triune or our affiliated personnel. FINANCIAL PLANNING SERVICES We provide financial planning services. Financial planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. In general, the financial plan can address any or all of the following areas:
• Personal: We review family records, budgeting, personal liability, estate information and financial goals.
• Tax and Cash Flow: We analyze the client’s income tax and spending and planning for past, current and future years; then illustrate the impact of various investments on the client's current income tax and future tax liability.
• Investments: We analyze investment alternatives and their effect on the client's portfolio.
• Insurance: We review existing policies to ensure proper coverage for life, health, disability, long-term care and liability.
• Retirement: We analyze current strategies and investment plans to help the client achieve his or her retirement goals.
• Death and Disability: We review the client’s cash needs at death, income needs of surviving dependents, estate planning and disability income.
• Estate: We assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, review estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law.
• College and Education Planning. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns, objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client, and prepare a web-based report. Implementation of financial plan recommendations and with whom is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning. Our financial planning recommendations may also cover topics such as:
• Exchange-listed securities
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Municipal securities
• Variable annuities
• Mutual fund shares
• United States governmental securities
• Options contracts on securities
• Interests in partnerships investing in real estate, leasing programs, oil and gas interests and managed futures
• Interests in separately managed accounts (separate accounts) CONSULTING SERVICES Clients can also receive investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. NEWSLETTERS AND OTHER COMMUNICATION Triune Financial Partners prepares general, educational, and informational newsletters, videos, and blogs. These are offered on an impersonal basis and do not focus on the needs of a specific individual. AMOUNT OF MANAGED ASSETS As of December 31, 2023 we were actively managing $917,758,620 of clients' assets on a discretionary basis and $214,425,867 on a non-discretionary basis, for a total of $1,132,184,487 assets under management.