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Senior Financial Advisor, CCO · White Sand Wealth Management

Karen K. Burris

CRD 6097620 · Named on Form ADV at one SEC-registered adviser

At a glance

White Sand Wealth Management, an SEC-registered wealth manager based in Liberty, MO with $172 million in regulatory assets, lists Karen K. Burris on its Form ADV as Senior Financial Advisor, CCO.

Firms and roles

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Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.