Larry T. Yeatman

SAPPHIRE WEALTH PLANNING LLC

Gladstone, MO 64119

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CRD#: 4701324

Professional summary

Larry Todd Yeatman is a registered financial advisor currently at SAPPHIRE WEALTH PLANNING LLC located in Gladstone, Missouri.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Larry has worked at 2 firms and has passed the Series 65, Series 63, SIE 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.

Yeatman Insurance, non-investment related, property and casualty insurance sales. established& start date January 2022, 80 hours per month devoted to this business, 60 hours per month during trading hours Owner 5606 NE Antioch Rd Gladstone MO 64119

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Todd Yeatman'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®

None

Experience

Current

June 20, 2022 - Present

SAPPHIRE WEALTH PLANNING LLC

Office #1: 5606 Ne Antioch Rd, Gladstone, MO 64119

RIA

CRD#: 282779

Gladstone, MO

Past

November 18, 2003 - December 1, 2021

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

GLADSTONE, MO

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
(6/20/2022)

IAR

Missouri
(10/25/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/12/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAPPHIRE WEALTH PLANNING LLC

SAPPHIRE WEALTH PLANNING | SAPPHIRE WEALTH PLANNING LLC

CRD#: 282779 / SEC#:

Kansas

Registered Investment Advisory firm - (1/1/2022 Approved)

Missouri

Registered Investment Advisory firm - (10/25/2022 Approved)

Texas

Registered Investment Advisory firm - (12/13/2024 Conditional Restricted)

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Contact information

Main Address

11863 W. 112th St Suite 100, Overland Park, KS 66210

Mailing Address

Phone number

(913) 735-0797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 9,118,361

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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Larry T. Yeatman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Todd Yeatman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPPHIRE WEALTH PLANNING LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2022

Series 63

Date: 9/12/2003

SIE

Date: 10/1/2018

Series 6

Date: 9/12/2003

Current Firm

SAPPHIRE WEALTH PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAPPHIRE WEALTH PLANNING LLC

TRUST BUT VERIFY

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