Sheryl Meyer (CRD# 2997529) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 24 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Mar 2018 - Current | 6 |
Pinion Investment Advisors, Llc D/b/a Pinion Wealth Management | Wichita, KS | Dec 2014 - Current | 9 |
Securities America Inc. | Wichita, KS | Dec 2014 - Mar 2018 | 3 |
Vsr Advisory Services | Overland Park, KS | Oct 2012 - Nov 2014 | 2 |
Vsr Financial Services, Inc. | Overland Park, KS | Oct 2012 - Nov 2014 | 2 |
Heritage Private Wealth Management | Wichita, KS | Oct 2012 - Nov 2014 | 2 |
Warnke Financial Services, Inc. | Wichita, KS | Oct 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1999 |
S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- KS
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts1,211ACCOUNTS
-
Average Account Value$407,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, IN, KS, LA, MO, MT, OK, TX
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