Sheryl Meyer is a registered investment advisor, based in Wichita, KS, with 17 years of industry experience.
Location
1605 N Waterfront Pkwy, Wichita, KS, 67206
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sheryl is an Investment Advisor Representative (IAR) and Chief Compliance Officer for Pinion Investment Advisors d/b/a Pinion Wealth Management LLC. This takes about half of her time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2018 - Present · 8 yrs 2 mos
Pinion Wealth Management, LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
December 2014 - March 2018 · 3 yrs 3 mos
Vsr Advisory Services
October 2012 - November 2014 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
October 2012 - November 2014 · 2 yrs 1 mo
UBS Financial Services INC.Broker
August 2011 - October 2012 · 1 yr 2 mos
UBS Financial Services INC.
August 2011 - October 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLC
March 2011 - August 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - August 2011 · 7 mos
Prudential Securities IncorporatedBroker
February 2000 - January 2002 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
August 1999 - February 2000 · 6 mos
State Registrations1 state
KS
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.