Keith Sapp has been Partner & Chief Investment Officer of SBE LLC dba Cedar Cove Wealth Partners since June 2025, is a control person of the firm and directly owns between 5% and 10% of it.
Sbe LLC Dba Cedar Cove Wealth Partners is a Bloomington, MN firm with $455M under management, 2,036 clients and 10 advisers across 4 offices, as of its August 2026 filing.
Keith Sapp is Partner and Chief Investment Officer of Cedar Cove Wealth Partners. He is the team's Director of Investment Research and Operations. Keith began working for Thrivent Financial in June of 2007 and transitioned onto the Cedar Cove team in July of 2017.
Keith Sapp’s longest registration was 13 years at Thrivent Investment Management Inc. (2007–2020). Before joining SBE LLC dba Cedar Cove Wealth Partners in 2025, Keith Sapp was registered through Thrivent Advisor Network, LLC and Thrivent Investment Management Inc.
- Cedar Cove Wealth PartnersCurrent– present · 1 yearDenver, CO · Adviser representative · Firm CRD 336245
- Thrivent Advisor Network, LLC– · 5 yearsDenver, CO · Adviser representative · Firm CRD 304569
- Thrivent Investment Management Inc.– · 13 yearsLoveland, CO · Adviser representative · Firm CRD 18387
- NFP Securities, Inc.– · 1 yearBoulder, CO · Adviser representative · Firm CRD 42046
Professional designations
Listed by SBE LLC dba Cedar Cove Wealth Partners
- Chartered Financial Analyst (CFA®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Keith Sapp is registered as an investment adviser representative in Colorado, since August 2025.
- ColoradoSince 11 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 3 August 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2005 |
| Series 7 | General Securities Representative Examination | 7 December 2005 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith Larayne Sapp
- CRD
- 5056345
- Firm
- SBE LLC dba Cedar Cove Wealth Partners · CRD 336245
- Role
- Partner & Chief Investment Officer
- Office
- Denver, CO
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarcovewealth.com
Where does Keith Sapp work?
Keith Sapp has been Partner & Chief Investment Officer of Sbe LLC Dba Cedar Cove Wealth Partners since June 2025, and is a control person of the firm.
Is Keith Sapp a financial advisor?
Yes. Keith Sapp has a current investment-adviser registration in Colorado, through SBE LLC dba Cedar Cove Wealth Partners since August 2025.
How many years of experience does Keith Sapp have?
Keith Sapp has 20 years in the financial industry, since January 2006, across 4 adviser firms.
What exams has Keith Sapp passed?
Keith Sapp has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in December 2005. FINRA credited Keith Sapp with the SIE, which began in October 2018.
Where did Keith Sapp work before SBE LLC dba Cedar Cove Wealth Partners?
Before SBE LLC dba Cedar Cove Wealth Partners, Keith Sapp was registered through Thrivent Investment Management Inc., June 2007 to August 2020; NFP Securities, Inc., April 2006 to June 2007.
Where is Keith Sapp based?
Keith Sapp’s registered office is in Denver, CO.
Is Keith Sapp registered with FINRA?
No. Keith Sapp has no current broker registration.
Is Keith Sapp a CFA charterholder?
SBE LLC dba Cedar Cove Wealth Partners lists Keith Sapp with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Keith Sapp’s record?
Search CRD 5056345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Sapp’s full registration record.
