AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Melissa Jane Ellis

Melissa J. Ellis

SAPPHIRE WEALTH PLANNING LLC
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5605893
Melissa Jane Ellis

Professional summary

Melissa Jane Ellis, CFP®, who also goes by Melissa J Baker, Melissa Jane Curnutt, Melissa J Ellis, is a registered financial advisor currently at SAPPHIRE WEALTH PLANNING LLC located in Overland Park, Kansas.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Melissa has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Life Transitions
Education Planning
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Divorce Planning
Socially Responsible Investing
Social Security Planning
Estate Planning
Investment Planning
Retirement Planning
Insurance Planning
Do you have an area of expertise or specialization?
College/Education Planning
Divorce Planning
Generation X
Millennials
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

Melissa J Baker | Melissa Jane Curnutt | Melissa J Ellis

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.
Sapphire Divorce Planning Solutions, LLC; non investment-related; 11863 W. 112th St Overland Park KS 66210; help couples & individuals planning their divorce; President; 09/15/2020; 30hrs/month; 8 hours during trading; meet with clients, and prepare the plans in divorce planning software.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Jane Ellis'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®

Certified Financial Planner

Start date: 2013

Experience

Current

February 18, 2022 - Present

SAPPHIRE WEALTH PLANNING LLC

Office #1: 11863 W. 112th St Suite 100, Overland Park, KS 66210
RIA
CRD#: 282779
Overland Park, KS
Past

January 31, 2018 - December 31, 2018

ONE ADVISORY PARTNERS, LLC

RIA
CRD#: 161614
OVERLAND PARK, KS
Past

April 7, 2016 - December 31, 2021

SAPPHIRE WEALTH PLANNING LLC

RIA
CRD#: 282779
OVERLAND PARK, KS
Past

September 11, 2014 - November 11, 2015

STEPP & ROTHWELL INC

RIA
CRD#: 107999
OVERLAND PARK, KS
Past

January 3, 2011 - September 17, 2014

BARBER FINANCIAL GROUP

RIA
CRD#: 152043
LENEXA, KS
Past

March 6, 2009 - September 3, 2014

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
LENEXA, KS
Past

December 19, 2008 - September 3, 2014

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LENEXA, 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
(2/18/2022)
IAR
Missouri
(10/25/2022)
IAR
Texas
(12/17/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2008
General Securities Representative Examination

Current Firm

SAPPHIRE WEALTH PLANNING LLC
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)
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
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts161
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.

Company Information

SAPPHIRE WEALTH PLANNING LLC

SAPPHIRE WEALTH PLANNING LLC

CRD#: 282779Overland Park, KS 66210

TRUST BUT VERIFY

Monitor Melissa Ellis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

PC
Paris CamaraAdvisorCheck Check Mark
GOLDMAN SACHS & CO. LLC
RR
New York, NY
Sarah Allison Darling
Sarah DarlingAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
EPHRATA, PA
ME
Madison EppersonAdvisorCheck Check Mark
FBL MARKETING SERVICES, LLC
RR
Nevada, IA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.