Sherry Hardin, financial advisor Peoria AZ

Sherry Hardin

CRD Number: 1388895
Current Firm: Clarus Wealth Advisors, LLC

Sherry Hardin (CRD# 1388895) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 25 years of experience in the finance industry. Sherry Hardin 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
Private Client Services Peoria, AZ Oct 2023 - Current < 1
Clarus Wealth Advisors, LLC Peoria, AZ Mar 2016 - Current 8
Crown Capital Securities, LP Orange, CA Aug 2017 - Oct 2023 6
Wfg Investments, Inc. Peoria, AZ Aug 2009 - Aug 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Sherry A. Hardin
Phone Number: 623-583-6840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $253,864
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
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA

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