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Sherrill Kullander

20 Years of Experience
Chicago, IL
Broker

Sherrill Kullander is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

120 S Riverside Plaza, Suite 700, Chicago, IL, 60606

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History

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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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Ameritas Investment CORP
March 2014 - January 2016 · 1 yr 10 mos
Ameritas Investment CORP.Broker
November 2005 - January 2016 · 10 yrs 2 mos
State Registrations5 states
FLILINMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.