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Jenna D. Patterson

SUNRISE ADVISORS, INC.·LEAWOOD, Kansas
Clean recordSUNRISE ADVISORS, INC.
3710 WEST 135TH STREET, LEAWOOD, KS 66224-7611CRD# 7241543Firm CRD# 111953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jenna D. Patterson · LEAWOOD, KS
Registration
CRD #7241543 · SUNRISE ADVISORS, INC.
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Jul 2025 – present
02

Registrations & Exams

Registration record
First registered · July 15, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUNRISE ADVISORS, INC.
CRD 111953 · SEC 801-60459
AUM
$707M
Regulatory assets under management
Employees
6
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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05

Frequently Asked Questions

What services does Jenna D. Patterson offer?
Jenna D. Patterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Jenna D. Patterson's credentials?
Jenna D. Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenna D. Patterson located?
Jenna D. Patterson is based in LEAWOOD, Kansas, working with SUNRISE ADVISORS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Jenna D. Patterson charge for services?
Jenna D. Patterson'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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Other Advisors at SUNRISE ADVISORS, INC.

Samuel Robert Scott
LEAWOOD, KS
David Paul Scott
LEAWOOD, KS
David Thomas Walsh
LEAWOOD, KS
Sarah Scott Walsh
LEAWOOD, KS

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