Daniel Mccleer Draper

Sapphire Blue Investment Partners

24 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Sapphire Blue Investment Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

5,804 clients

Average Client Portfolio

$31K average

Assets Under Management

$180.6M

Fee Structure

Financial Planning:Investment management only

Location

12272 N. Fenton Road,, Suite 7, Fenton, MI, 48430

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2013

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is an Investment Advisor Representative and Senior VP at Hensler & Associates Wealth Management, spending nearly full-time providing financial planning and investment advisory services. He is also a Registered Representative & Agent with Purshe Kaplan Sterling Investments, dedicating full-time hours to trading and annuity business, and sells fixed/traditional insurance products, dedicating minimal time to these sales.