Sheri Mergenthaler
Sheri Mergenthaler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Annapolis, MD, with 13 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
180 Admiral Cochrane Drive, Suite 520, Annapolis, MD, 21401
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheri is a Wealth Management Advisor at HeimLantz CPAs and Advisors, dedicating full-time hours to this role. She also serves on the investment committee for MACPA and works as an insurance agent for Avantax Insurance Agency/Services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations19 states
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