Daniel M. Draper

SAPPHIRE BLUE INVESTMENT PARTNERS

Fenton, MI 48430

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CRD#: 4340989

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mccleer Draper's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 4, 2022 - Present

SAPPHIRE BLUE INVESTMENT PARTNERS

Office #1: 12272 N. Fenton Road, Suite 7, Fenton, MI 48430

RIA

CRD#: 291609

Fenton, MI

Current

April 20, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 12272 Fenton Rd. Suite 7, Fenton, MI 48430

CRD#: 35747

Fenton, MI

Past

September 20, 2019 - April 19, 2021

CETERA WEALTH SERVICES, LLC

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.

CRD#: 34643

FENTON, MI

Past

May 13, 2004 - February 24, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

May 15, 2001 - April 28, 2004

PFS INVESTMENTS INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Arizona
(10/16/2021)

Florida
(4/20/2021)

Georgia
(4/20/2021)

Illinois
(4/20/2021)

Kentucky
(7/31/2025)

Michigan
(4/20/2021)

IAR

Michigan
(2/4/2022)

North Carolina
(7/22/2021)

Ohio
(4/20/2021)

South Carolina
(4/20/2021)

Texas
(7/31/2025)

IAR

Texas
(9/11/2025)

Vermont
(8/14/2025)

Virginia
(10/16/2021)

Washington
(10/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/21/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/14/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/7/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SAPPHIRE BLUE INVESTMENT PARTNERS

CRD#: 291609 / SEC#: 801-116916

RIA

Registered Investment Advisory firm - (7/8/2019 Approved)

Michigan

Registered Investment Advisory firm - (7/22/2019 Terminated)

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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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/8/2025)

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.

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Firm Stability Insights

Daniel M. Draper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mccleer Draper's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPPHIRE BLUE INVESTMENT PARTNERS

PURSHE KAPLAN STERLING INVESTMENTS

CETERA WEALTH SERVICES, LLC

SAPPHIRE BLUE INVESTMENT PARTNERS

SAPPHIRE BLUE INVESTMENT PARTNERS

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

SAPPHIRE BLUE INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2006

Series 63

Date: 5/14/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/29/2004

Series 6

Date: 5/7/2001

FINRA

Current Firm

SAPPHIRE BLUE INVESTMENT PARTNERS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAPPHIRE BLUE INVESTMENT PARTNERS

TRUST BUT VERIFY

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