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Ambra S. Leibach

SOUND STEWARDSHIP
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5625827
AL

Professional summary


Ambra Sue Leibach, who also goes by Ambra Sue Carpenter, is a registered financial advisor currently at SOUND STEWARDSHIP, LLC located in Overland Park, Kansas.

Ambra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ambra has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ambra Sue Carpenter

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 Ambra Sue Leibach'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

March 13, 2009 - Present

SOUND STEWARDSHIP, LLC

Office #1: 9101 W. 110th St. Suite 150, Overland Park, KS 66210
RIA
CRD#: 129755
Overland Park, KS

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".
SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC

CRD#: 129755 / SEC#: 801-110568

RIA
Registered Investment Advisory firm - (5/19/2017 Approved)
Iowa
Registered Investment Advisory firm - (5/31/2017 Terminated)
Kansas
Registered Investment Advisory firm - (5/26/2017 Terminated)
Missouri
Registered Investment Advisory firm - (5/26/2017 Terminated)
Texas
Registered Investment Advisory firm - (5/26/2017 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.

Highlighted states indicate IAR registrations

IAR
Kansas
(3/13/2009)
IAR
Texas
(2/10/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/12/2009
Uniform Investment Adviser Law Examination

Current Firm


SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC
SOUND STEWARDSHIP, LLC | SYVERSON & COMPANY, LLC

CRD#: 129755 / SEC#: 801-110568

RIA
Registered Investment Advisory firm - (5/19/2017 Approved)
Iowa
Registered Investment Advisory firm - (5/31/2017 Terminated)
Kansas
Registered Investment Advisory firm - (5/26/2017 Terminated)
Missouri
Registered Investment Advisory firm - (5/26/2017 Terminated)
Texas
Registered Investment Advisory firm - (5/26/2017 Terminated)
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Contact information


Main Address
9101 W. 110th St. Suite 150, Overland Park, KS 66210
Mailing Address
Phone number
(913) 317-6000
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (4/29/2025)

Regulatory assets under management


Total Number of Accounts1,069
AUM (Assets Under Management)$ 243,577,802

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
03/28/2025
Cover Page
04/01/2024
01/20/2023

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


SOUND STEWARDSHIP, LLC

SOUND STEWARDSHIP, LLC

CRD#: 129755Overland Park, KS 66210

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