Cheryl StoehrCRD Number: 4525675
Current Firm: Spectrum Investment Advisors, Inc.
Cheryl Stoehr (CRD# 4525675) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has over 14 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Spectrum Investment Advisors, Inc.||Mequon, WI||Apr 2002 - Current||15|
|Lpl Financial||San Diego, CA||Apr 2011 - Sep 2015||4|
|H. Beck, Inc.||Rockville, MD||Apr 2002 - Mar 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management93MILLIONS
Total Number of Accounts202ACCOUNTS
Average Account Value$458,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, IL, MI, NC, NY, TX, WI