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Sandra Weaver

Weaver Financial

Prairie Village, KS

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Current Employers
Weaver Financial

5410 West 61St Place, Suite 100, Mission, KS 66205 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2007-05-10
  • KS RA
    APPROVED
    Since 2007-05-10

Branch Locations

Prairie Village, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weaver Financial (Formerly Financial Security Advisors) Mission KS 06/1995 Present
Petrovic Weaver Financial Services Prairie Village KS 08/2015 02/2019
  • 06/1995 → Present
    Weaver Financial (Formerly Financial Security Advisors)
    Mission, KS
  • 08/2015 → 02/2019
    Petrovic Weaver Financial Services
    Prairie Village, KS
Previous Registrations
  • 2015-08-24 → 2019-03-04
    Petrovic Financial Services
    Prairie Village, KS
  • 1997-05-05 → 2006-03-03
    Prairie Village, KS
Other Businesses

G & E Farms is not investment-related but does have a brokerage account with investments from past profits. The address is 25696 168TH ST, SPIRIT LAKE, IA 51360-6860. The company operates farm land for agricultural purposes. Sandi Weaver is vice-president and treasurer, assumed those positions in 2021. She spends approximately 500 hours per year on GE Farms-related tasks, mostly on weekends, but some also in late afternoons/evenings. (Weaver Financial core hours are 9am - 2pm Mon-Fri.) Since the G & E Farms has a brokerage account, some hours are spent managing those investments along with the other clients' accounts but no more than a prorata percentage that's spent on all clients. My duties are to work with the other owners to manage the farm (planting, input purchases, harvesting, and selling crop decisions), evaluate financial decisions the corporation needs, oversee financial accounts the corporation uses (bank account, farm account, etc.) with the company's CPA firm, to initiate research on more environmentally-friendly farming practices with the farm manager and farm operators.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-14
  • S65 Uniform Investment Adviser Law Examination
    1997-04-14
Designations
Other Names
  • Sandi Weaver
  • Sandi Blytheweaver
  • Sandi Blythe-Weaver

View on SEC IAPD

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