Unclaimed Profile

David Thomas Walsh

SUNRISE ADVISORS, INC.·LEAWOOD, Kansas

Clean record12 years registeredSUNRISE ADVISORS, INC.

3710 WEST 135TH STREET, LEAWOOD, KS 66224-7611CRD# 6285723Firm CRD# 111953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Thomas Walsh · LEAWOOD, KS

Registration

CRD #6285723 · SUNRISE ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

OVERLAND PARK WEALTH MANAGEMENT LLC

Jun 2026 – present

DYNAMIC WEALTH LLC

Oct 2024 – present

CREATIVE PLANNING

Apr 2020 – Apr 2022

OVERLAND PARK, KS

SUNRISE ADVISORS

Jan 2014 – Apr 2020

LEAWOOD, KS

Registrations & Exams

Registration record

First registered · January 13, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNRISE ADVISORS, INC.

CRD 111953 · SEC 801-60459

AUM

$707M

Regulatory assets under management

Employees

589 client accounts

Services offered by SUNRISE ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUNRISE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Thomas Walsh offer?

David Thomas Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are David Thomas Walsh's credentials?

David Thomas Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Thomas Walsh located?

David Thomas Walsh is based in LEAWOOD, Kansas, working with SUNRISE ADVISORS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does David Thomas Walsh charge for services?

David Thomas Walsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNRISE ADVISORS, INC.?

SUNRISE ADVISORS, INC. has approximately 6 employees and manages $707M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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