Michael A. Berens

SUNFLOWER WEALTH ADVISORS

Greenwood Village, CO 80111

CRD#: 7934992

Some features on this profile are disabled

Professional summary

Michael Atticus Berens, who also goes by Michael Berens, is a registered financial advisor currently at SUNFLOWER WEALTH ADVISORS LLC located in Greenwood Village, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Berens

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 Michael Atticus Berens'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 6, 2024 - Present

SUNFLOWER WEALTH ADVISORS LLC

Office #1: 5299 Dtc Blvd. Ste. 100, Greenwood Village, CO 80111

RIA

CRD#: 269963

Greenwood Village, CO

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".

SUNFLOWER WEALTH ADVISORS LLC

CRD#: 269963 / SEC#: 801-106482

RIA

Registered Investment Advisory firm - (8/26/2015 Approved)

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
(6/6/2024)

IAR

Texas
(6/6/2024)

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

Current Firm

SUNFLOWER WEALTH ADVISORS LLC

CRD#: 269963 / SEC#: 801-106482

RIA

Registered Investment Advisory firm - (8/26/2015 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3025 Cortland Circle, Salina, KS 67401

Mailing Address

Phone number

(844) 882-0193

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SUNFLOWER WEALTH ADVISORS LLC FORM ADV BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 764,383,262

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
10/24/2023	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Berens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Atticus Berens's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNFLOWER WEALTH ADVISORS LLC

Primary Firm SEC Registration

SUNFLOWER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

SUNFLOWER WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SUNFLOWER WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors