Sarah C. Yao

FAMILY LEGACY ADVISORS

Overland Park, KS 66211

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CRD#: 7589894

Professional summary

Sarah Clarice Yao, who also goes by Sarah C. Reddekopp, is a registered financial advisor currently at FAMILY LEGACY ADVISORS, LLC located in Overland Park, Kansas.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sarah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah C. Reddekopp

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.

I work for an estate planning law firm. I run their marketing/event planning and assist in paralegal work as needed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Clarice Yao'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

July 15, 2022 - Present

FAMILY LEGACY ADVISORS, LLC

Office #1: 10740 Nall Ave Suite 158, Overland Park, KS 66211

RIA

CRD#: 320754

Overland Park, 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
(7/15/2022)

IAR

Missouri
(7/15/2022)

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: 4/22/2022

Uniform Investment Adviser Law Examination

Current Firm

FAMILY LEGACY ADVISORS, LLC

CRD#: 320754 / SEC#:

Kansas

Registered Investment Advisory firm - (6/22/2022 Approved)

Missouri

Registered Investment Advisory firm - (6/6/2022 Approved)

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Contact information

Main Address

10740 Nall Ave Suite 158, Overland Park, KS 66211

Mailing Address

Phone number

(913) 385-9409

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 31,590,000

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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Sarah C. Yao

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Clarice Yao's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY LEGACY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2022

Current Firm

FAMILY LEGACY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY LEGACY ADVISORS, LLC

TRUST BUT VERIFY

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