DD
Daniel M. Draper
SAPPHIRE BLUE INVESTMENT PARTNERS
Fenton, MI 48430
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CRD#: 4340989
DD
Professional summary
Daniel Mccleer Draper is a registered financial advisor currently at SAPPHIRE BLUE INVESTMENT PARTNERS located in Fenton, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Fenton, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Daniel has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Hensler & Associates Wealth Management, LLC DBA Sapphire Blue Investment Partners AKA Physicians Wealth Management Services LTD -- Investment related -- 12272 Fenton Rd., Suite 7, Fenton, MI 48430 -- Registered Investment Advisory Firm -- Investment Advisor Representative, Senior VP -- 05/2018 -- 240 hrs/mo -- 120 hrs during trading -- Provide financial planning, guidance, and investment advisory services; -- 2) Purshe Kaplan Sterling Investments (PKS) - Investment related: Yes - 80 State St, Albany, NY 12207 - Broker/Deale, Annuities, & Fixed/Traditional life insurance - Registered Representative & Agent - Start 04/2021 - 160 hours/month - 160 hours during trading - perfortrading and annuity business -- 3) Aisling Gitigaan, LLC -- Not investment related -- 11568 E. Casperson Road, Northport, MI 49670 -- LLC will hold family property / vacant land for liability purposes -- Owner / Responsible Party -- 8/13/2018 7. 10 hrs/mo -- 0 hrs during trading -- Maintain vacant land. Coordinate payment for expenses and property taxes; -- 4) Educational Trust for Maximus McCleer Etheridge -- Not investment related -- 11568 E. Casperson Road, Northport, MI 49670 -- Educational Trust -- Trustee -- 11/28/2018 -- 2 hrs/mo -- 0 hrs during trading -- Administer and distribute income or principal to or for the benefit of Maximus McCleer Etheridge as needed for post high school educational expenses 5) 1. Fixed Insurance 2. Investment related 3. 12272 Fenton Rd. Ste 7 Fenton, MI 48430 4. Fixed / Traditional Insurance 5. Agent 6. 03/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / Traditional insurance products 6) 1. PKSF 2. Investment related 3. 80 State St., Albany, NY 12207 4. Fixed / Traditional Insurance 5. Agent 6. 03/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / traditional insurance
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mccleer Draper'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®
NoneExperience
Current
February 4, 2022 - Present
SAPPHIRE BLUE INVESTMENT PARTNERS
Office #1: 12272 N. Fenton Road, Suite 7, Fenton, MI 48430RIA
CRD#: 291609
Fenton, MI
Current
April 20, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 12272 Fenton Rd. Suite 7, Fenton, MI 48430BD
CRD#: 35747
Fenton, MI
Past
September 20, 2019 - April 19, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FENTON, MI
Past
July 30, 2018 - December 31, 2021
SAPPHIRE BLUE INVESTMENT PARTNERS
RIA
CRD#: 291609
FENTON, MI
Past
May 8, 2018 - June 29, 2018
SAPPHIRE BLUE INVESTMENT PARTNERS
RIA
CRD#: 291609
FENTON, MI
Past
October 12, 2006 - April 19, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
FENTON, MI
Past
February 15, 2005 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
FENTON, MI
Past
May 13, 2004 - February 24, 2005
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
May 15, 2001 - April 28, 2004
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
SAPPHIRE BLUE INVESTMENT PARTNERS
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | SAPPHIRE BLUE INVESTMENT PARTNERS, INC. | SAPPHIRE BLUE INVESTMENT PARTNERS | PHYSICIANS WEALTH MANAGEMENT SERVICES, LTD | LIBERATOR WEALTH MANAGEMENT, LLC
CRD#: 291609 / SEC#: 801-116916
RIA
Registered Investment Advisory firm - (7/8/2019 Approved)Michigan
Registered Investment Advisory firm - (7/22/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/16/2021)
RR
Florida(4/20/2021)
RR
Georgia(4/20/2021)
RR
Illinois(4/20/2021)
RR
Kentucky(7/31/2025)
RR
Michigan(4/20/2021)
IAR
Michigan(2/4/2022)
RR
North Carolina(7/22/2021)
RR
Ohio(4/20/2021)
RR
South Carolina(4/20/2021)
RR
Texas(7/31/2025)
IAR
Texas(9/11/2025)
RR
Vermont(8/14/2025)
RR
Virginia(10/16/2021)
RR
Washington(10/16/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
SAPPHIRE BLUE INVESTMENT PARTNERS
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | SAPPHIRE BLUE INVESTMENT PARTNERS, INC. | SAPPHIRE BLUE INVESTMENT PARTNERS | PHYSICIANS WEALTH MANAGEMENT SERVICES, LTD | LIBERATOR WEALTH MANAGEMENT, LLC
CRD#: 291609 / SEC#: 801-116916
RIA
Registered Investment Advisory firm - (7/8/2019 Approved)Michigan
Registered Investment Advisory firm - (7/22/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12272 N. Fenton Road, Suite 7, Fenton, MI 48430
Mailing Address
Phone number
(810) 714-9456
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,034 |
| AUM (Assets Under Management) | $ 180,616,597 |
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.
