Sunrise Advisors

Sunrise Advisors (CRD# 111953) is a financial advisory firm headquartered in Overland Park, KS. They manage $421,556,607 in 403 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $1,046,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, KS, MO, NY

Financial Advisors at Sunrise Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Samuel R. Scott
CRD#: 4519790
3710 W 135th Street, Leawood, KS 66224
96
Wealthminder
score

Samuel Scott (CRD# 4519790) is an Investment Advisor Representative working at Sunrise Advisors in Leawood, KS and has over 15 years of experience in the finance industry. Samuel Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sarah S. Walsh
CRD#: 5324866
3710 West 135th Street, Overland Park, KS 66224
93
Wealthminder
score

Sarah Walsh (CRD# 5324866) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has over 10 years of experience in the finance industry.

3
Timothy M. Wickey
CRD#: 3178245
3710 West 135th Street, Overland Park, KS 66224
93
Wealthminder
score

Timothy Wickey (CRD# 3178245) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has over 18 years of experience in the finance industry.

4
Terry L. Williams
CRD#: 1200147
3710 West 135th Street, Overland Park, KS 66224
93
Wealthminder
score

Terry Williams (CRD# 1200147) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has over 33 years of experience in the finance industry.

5
David T. Walsh
CRD#: 6285723
3710 West 135th Street, Overland Park, KS 66224
90
Wealthminder
score

David Walsh (CRD# 6285723) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has 1 year of experience in the finance industry. David Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Earl D. Vold
CRD#: 1462091
3710 West 135th Street, Overland Park, KS 66224
87
Wealthminder
score

Earl Vold (CRD# 1462091) is an Investment Advisor Representative working at Sunrise Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

7
David P. Scott
CRD#: 812781
3710 W 135th St, Leawood, KS 66224
63
Wealthminder
score

David Scott (CRD# 812781) is an Investment Advisor Representative working at Sunrise Advisors in Leawood, KS and has over 36 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.