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Joel Kevin Huet

WHITE SAND WEALTH MANAGEMENT, LLC·LIBERTY, Missouri
Clean record13 years registeredWHITE SAND WEALTH MANAGEMENT, LLC
131 S WATER STREET, LIBERTY, MO 64068CRD# 6096770Firm CRD# 304614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Kevin Huet · LIBERTY, MO
Registration
CRD #6096770 · WHITE SAND WEALTH MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

WHITE SAND WEALTH MANAGEMENT
Jul 2019 – present
OPEN ROAD WEALTH MANAGEMENT, LLC
Sep 2018 – Sep 2019
Kearney, MO
BOK FINANCIAL ADVISORS
Aug 2012 – May 2018
KANSAS CITY, MO
02

Registrations & Exams

Registration record
First registered · August 30, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE SAND WEALTH MANAGEMENT, LLC
CRD 304614 · SEC 801-130027
AUM
$111M
Regulatory assets under management
Employees
7
160 client accounts
Services offered by WHITE SAND WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITE SAND WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joel Kevin Huet offer?
Joel Kevin Huet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIBERTY, Missouri for a consultation.
What are Joel Kevin Huet's credentials?
Joel Kevin Huet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Kevin Huet located?
Joel Kevin Huet is based in LIBERTY, Missouri, working with WHITE SAND WEALTH MANAGEMENT, LLC. Their office serves clients in the LIBERTY metropolitan area and surrounding communities.
How does Joel Kevin Huet charge for services?
Joel Kevin Huet'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 WHITE SAND WEALTH MANAGEMENT, LLC?
WHITE SAND WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE SAND WEALTH MANAGEMENT, LLC

Karen Kristy Burris
LIBERTY, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
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Research
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