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Karen Kristy Burris

WHITE SAND WEALTH MANAGEMENT, LLC·LIBERTY, Missouri
Clean recordWHITE SAND WEALTH MANAGEMENT, LLC
131 S WATER STREET, LIBERTY, MO 64068CRD# 6097620Firm CRD# 304614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Kristy Burris · LIBERTY, MO
Registration
CRD #6097620 · WHITE SAND WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Kristy Burris is a registered financial advisor based in LIBERTY, Missouri, affiliated with WHITE SAND WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHITE SAND WEALTH MANAGEMENT, LLC
WHITE SAND WEALTH MANAGEMENT
AUM
$111M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WHITE SAND WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6097620
Firm CRD# 304614
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Kristy Burris offer?
Karen Kristy Burris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIBERTY, Missouri for a consultation.
What are Karen Kristy Burris's credentials?
Karen Kristy Burris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Kristy Burris located?
Karen Kristy Burris 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 Karen Kristy Burris charge for services?
Karen Kristy Burris'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

Joel Kevin Huet
LIBERTY, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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