Sapphire Wealth Planning LLC

Sapphire Wealth Planning LLC (CRD# 282779) is a financial advisory firm headquartered in Overland Park, KS. They manage $9,118,361 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11863 W. 112th St, Suite 100, Overland Park, KS 66210
https://www.instagram.com/melissaellisswp/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $56,636
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Sapphire Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Larry Yeatman, financial advisor Overland Park KS
Larry T. Yeatman
CRD#: 4701324
11863 W. 112th St, Suite 100, Overland Park, KS 66210

Larry Yeatman (CRD# 4701324) is an Investment Advisor Representative working at Sapphire Wealth Planning LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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