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KS

Keith L. Sapp

CEDAR COVE WEALTH PARTNERS
DENVER, CO
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CRD#: 5056345
KS

Professional summary


Keith Larayne Sapp, who also goes by Keith L Sapp, is a registered financial advisor currently at CEDAR COVE WEALTH PARTNERS located in Denver, Colorado.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Keith has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Keith L Sapp

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. SBE LLC; INVESTMENT RELATED: NO; ADDRESS: 7900 XERXES AVE S, SUITE 1750, BLOOMINGTON, MN 55431; LLC; NATURE OF BUSINESS: ESTABLISHED FOR THE EXPENSES OF CEDAR COVE; POSITION: PARTNER/SHAREHOLDER; START DATE 1/1/11; NUMBER OF HOURS PER MONTH: DEPENDENT ON NEED; DUTIES: MANAGEMENT OF LLC, EXPENSES AND EMPLOYEES. 2. LA FOLIE HOLDINGS, LLC; INVESTMENT RELATED: YES; ADDRESS: 1302 CLEVELAND AVE., LOVELAND CO 80537; NATURE OF BUSINESS: PROPERTY HOLDING COMPANY OF RESIDENTIAL LOTS MARKETED IN THE LOCAL COMMUNITY BY A THIRD-PARTY REALTOR. PROCEEDS FROM SALES WILL BE CONSIDERED FOR REINVESTMENT IN OTHER RENTAL INCOME OPPORTUNITIES, EITHER COMMERCIAL, MULTIFAMILY, OR NEW CONSTRUCTION TO BE HELD AND MANAGED LONG-TERM; POSITION: PARTNER; START DATE 9/22/14; NUMBER OF HOURS PER MONTH: 15, 0 DURING SECURITIES TRADING HOURS; DUTIES: IN CHARGE OF TRACKING OUR BANKING ACTIVITY, WORKING WITH OUR REALTOR, AND PAYING BILLS. I ALSO ASSIST IN RESEARCHING NEW REAL ESTATE ACQUISITION OPPORTUNITIES. 3. LA FOLIE VACATIONS, LLC; INVESTMENT RELATED: YES; ADDRESS: 1302 CLEVELAND AVE., LOVELAND CO 80537; NATURE OF BUSINESS: THIS LLC IS A FULLY OWNED SUBSIDIARY OF LA FOLIE HOLDINGS, LLC ESTABLISHED TO ISOLATE AND MANAGE SHORT-TERM RENTAL HOLDINGS SEPARATE FROM OUR OTHER PROPERTY MANAGEMENT INVESTMENT ACTIVITIES; POSITION: PARTNER; START DATE: 04/2023; NUMBER OF HOURS PER MONTH: 15, 0 DURING SECURITIES TRADING HOURS; DUTIES: IN CHARGE OF MANAGING RECORD KEEPING ON A MONTHLY BASIS AND ADVISE ON BUSINESS STRATEGY WITH OUR PROPERTY MANAGER. 4. SAPFIRE, LLC; INVESTMENT RELATED: YES; ADDRESS: 3390 W 33RD AVE, DENVER CO 80211; NATURE OF BUSINESS: FAMILY OWNED AND OPERATED LLC WITH INDIVIDUAL ASSETS IN REAL ESTATE FOR THE PURPOSE OF MULTI-FAMILY RENTAL INCOME PROPERTIES AND QUICK TURN SINGLE FAMILY RESIDENCES; POSITION: MANAGING PARTNER; START DATE: 01/01/2009; NUMBER OF HOURS PER MONTH: 20, 5 DURING SECURITIES TRADING HOURS; DUTIES: COORDINATING THE MANAGEMENT OF CONTRACTORS, TENANTS AND MAINTAINING FINANCIAL STATEMENTS. 5. ST. DOMINIC FINANCE COMMITTEE AND BOARD TRUSTEE; INVESTMENT RELATED: NO; ADDRESS: 2905 FEDERAL BLVD, DENVER, CO, 80211; NATURE OF BUSINESS: RELIGIOUS INSTITUTION; POSITION: BOARD MEMBER; START DATE: 01/01/2023; NUMBER OF HOURS PER MONTH: 5, 0 DURING SECURITIES TRADING HOURS; DUTIES: MEMBER OF HIS CHURCH'S FINANCE COMMITTEE, WHERE HE ALSO SERVES AS THE COMMITTEE'S REPRESENTATIVE ON TWO TRUSTS ESTABLISHED FOR THE BENEFIT OF THE PARISH. HE PARTICIPATES IN BUDGETING DISCUSSIONS AND PLANNING, INVESTMENT MANAGER DUE DILIGENCE, DISTRIBUTION PLANNING, AND RISK MANAGEMENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Keith Larayne Sapp'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

August 11, 2025 - Present

CEDAR COVE WEALTH PARTNERS

RIA
CRD#: 336245
DENVER, CO
Past

July 29, 2020 - September 10, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Denver, CO
Past

June 29, 2007 - August 26, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Loveland, CO
Past

June 29, 2007 - August 26, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Loveland, CO
Past

April 28, 2006 - June 28, 2007

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BOULDER, CO
Past

January 11, 2006 - June 28, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BOULDER, CO

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
Colorado
(8/11/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CEDAR COVE WEALTH PARTNERS
CEDAR COVE WEALTH PARTNERS | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | SBE LLC

CRD#: 336245 / SEC#: 801-133908

RIA
Registered Investment Advisory firm - (7/21/2025 120-Day Approval)
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Contact information


Main Address
7900 Xerxes Ave S Suite 1750, Bloomington, MN 55431
Mailing Address
Phone number
(952) 358-3456
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - CEDAR COVE WEALTH PARTNERS (8/11/2025)
0

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.

Company Information


CEDAR COVE WEALTH PARTNERS

CRD#: 336245Denver, CO

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