Sheri Baker (CRD# 3257794) is an Investment Advisor Representative working at Expand Financial, LLC in Littleton, CO and has over 18 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
July Holdings, LLC | Waco, TX | Jan 2020 - Current | 4 |
July Business Services, LLC | Waco, TX | May 2019 - Current | 4 |
Summit Payroll Solutions, Inc. | Mansfield, OH | Jan 2015 - Current | 9 |
Mbski Holdings, LLC | Mansfield, OH | Sep 2012 - Current | 11 |
Expand Financial, Llc F/k/a Boa, LLC | Mansfield, OH | Dec 2009 - Current | 14 |
Summit Benefit Insurance, Ltd | Mansfield, OH | Jul 2002 - Current | 21 |
Summit Benefit Solutions, Inc. | Mansfield, OH | Apr 1999 - Current | 24 |
Km&m Pinnacle, Ltd | Mansfield, OH | Jan 2008 - Dec 2019 | 11 |
Investment Network, Inc. | Fairlawn, OH | Jan 2010 - Nov 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- OH
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Total Assets Under Management1,400MILLIONS
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Total Number of Accounts1,521ACCOUNTS
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Average Account Value$920,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY
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