Sheri Mergenthaler is a CFP-designated registered investment advisor, based in West River, MD, with 14 years of industry experience. Sheri is also registered as a broker, so some compensation may come from commissions on products sold.
Location
West River, MD
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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 Registrations22 states
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