Karen Kristy Burris
Investment adviser representative at White Sand Wealth Management
15 yearsExperience
2 statesRegistered in
$172.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- White Sand Wealth ManagementSep 2019 to now
- Bok Financial Securities, Inc.Feb 2011 to Sep 2019
- BOKF, NAFeb 2011 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
White Sand Wealth Management
Legal name: White Sand Wealth Management, LLC
$172.4MAssets managed
197Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6097620
- Firm CRD
- 304614