Sandra Weaver
WEAVER FINANCIAL
Prairie Village, KS
Some features on this profile are disabled
CRD#: 2881347
Professional summary
Sandra Weaver, CFP®, who also goes by Sandi Blythe-weaver, Sandi Blytheweaver, Sandi Weaver, is a registered financial advisor currently at WEAVER FINANCIAL located in Prairie Village, Kansas.
Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Sandra has worked at 2 firms and has passed the Series 65 exam.
Biography
Sandi Weaver is a CPA, CFP®, CFA®. She has earned the Chartered Financial Analyst designation, the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. She is a member of the CFA Institute, and previously worked with an investment management firm serving high net worth individuals.
She is a member of the Missouri Society of CPAs and an active member of their Wealth Management Committee. She served as the state chair of their Personal Financial Planning Committee, and as chair of the Financial Planning Committee for the Kansas City Chapter.
She is a Certified Financial Planner™ professional and a member of the Financial Planning Association. Since 2009 Sandi has contributed to the Public Awareness Committee for the Kansas City FPA chapter. She is a contributor to The Kansas City Star newspaper's financial columns, and appears on KCUR’s Up-To-Date public radio show on their financial segments.
She graduated magna cum laude from Drake University in Des Moines, Iowa. She has provided expert witness testimony on financial assets in court cases.
Sandi started Financial Security Advisors in 1993, a fee-only (no commission) financial planning and investment management firm, continuing until 2015. She was a senior advisor with Petrovic Weaver Financial Services from 2015 until Feb 2019.
/AAPI
Question & Answer
What are your service offerings?
Tax Planning
Socially Responsible Investing
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Sandi Blythe-Weaver | Sandi Blytheweaver | Sandi Weaver
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
G & E Farms is not investment-related but does have a brokerage account with investments from past profits. The address is 25696 168TH ST, SPIRIT LAKE, IA 51360-6860. The company operates farm land for agricultural purposes. Sandi Weaver is vice-president and treasurer, assumed those positions in 2021. She spends approximately 500 hours per year on GE Farms-related tasks, mostly on weekends, but some also in late afternoons/evenings. (Weaver Financial core hours are 9am - 2pm Mon-Fri.) Since the G & E Farms has a brokerage account, some hours are spent managing those investments along with the other clients' accounts but no more than a prorata percentage that's spent on all clients. My duties are to work with the other owners to manage the farm (planting, input purchases, harvesting, and selling crop decisions), evaluate financial decisions the corporation needs, oversee financial accounts the corporation uses (bank account, farm account, etc.) with the company's CPA firm, to initiate research on more environmentally-friendly farming practices with the farm manager and farm operators.
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Weaver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
May 10, 2007 - Present
WEAVER FINANCIAL
RIA
CRD#: 113934
Prairie Village, KS
Past
August 24, 2015 - March 4, 2019
PETROVIC FINANCIAL SERVICES
RIA
CRD#: 273039
PRAIRIE VILLAGE, KS
Past
May 5, 1997 - March 3, 2006
WEAVER FINANCIAL
RIA
CRD#: 113934
PRAIRIE VILLAGE, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(5/10/2007)
Current Firm
WEAVER FINANCIAL
FINANCIAL SECURITY ADVISORS | WEAVER FINANCIAL PLANNING | WEAVER FINANCIAL | VIDEO RECORDS INC.
CRD#: 113934 / SEC#: 801-65927
RIA
Registered Investment Advisory firm - (6/26/2012 Terminated)Kansas
Registered Investment Advisory firm - (4/10/2012 Approved)Missouri
Registered Investment Advisory firm - (3/16/2016 Terminated)Texas
Registered Investment Advisory firm - (3/16/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5410 West 61st Place, Suite 100, Mission, KS 66205
Mailing Address
Phone number
(913) 871-6151
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 48,100,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
