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Karen Kristy Burris

WHITE SAND WEALTH MANAGEMENT, LLC·LIBERTY, Missouri
Series 65Clean record12 years registeredWHITE 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

WHITE SAND WEALTH MANAGEMENT
Oct 2019 – present
BOK FINANCIAL ADVISORS
Dec 2013 – May 2018
KANSAS CITY, MO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 16, 2013
Years registered · 12
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 →
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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 (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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