Advisor at Sapphire Blue Investment Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sapphire Blue Investment Partners
Location
Fenton, MI 48430
Credentials
Series 63, Series 66
Industry experience
24 years
Daniel Draper is a financial advisor at Sapphire Blue Investment Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of his advisory role, he serves as a trustee for an educational trust and manages family property holdings. Sapphire Blue Investment Partners provides portfolio management and retirement-plan consulting to individuals, employee benefit plans, and businesses. The firm offers tailored investment solutions using a range of asset classes and combines technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.
Based on Sapphire Blue Investment Partners
Retirement plan consulting fees typically range from $250 to $5,000, negotiated case-by-case
Up to 2.5% annually, negotiable based on portfolio complexity
Commissions earned by registered representatives for securities sales and insurance commissions; separate from advisory fees
12272 N. Fenton Road,, Suite 7
Fenton, MI 48430
Michigan · Texas
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Cetera Advisor Networks Llc
2019 - 2021 (2 years)
Sapphire Blue Investment Parnters
2018 - Present (8 years)
Summit Financial Group Inc
2006 - 2021 (15 years)
Summit Brokerage services
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fenton, MI
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Series 65
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Series 63, Series 65
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JDV Wealth Advisors, LLC
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Retirement Capital Services LLC
ChFC®, Series 63
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RHL Group, LLC
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