Sheri Kendall, financial advisor Indianapolis IN
90 score

Sheri Kendall

CRD Number: 4538288
Current Firm: Column Capital Advisors, LLC

Sheri Kendall (CRD# 4538288) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Sheri Kendall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Column Capital Advisors, LLC Indianapolis, IN Jun 2005 - Current 11

Sheri Kendall has no recent exams reported.
Contact Info for Sheri L. Kendall
Phone Number: 317-663-6500
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    612
    MILLIONS
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $610,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, DE, FL, IL, IN, MO, SC, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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