Sheryl Conklin (CRD# 5612411) is an Investment Advisor Representative working at Conklin Financial Planning in Roseville, CA and has over 15 years of experience in the finance industry. Sheryl Conklin 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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zeiders Enterprises, Inc. | Roseville, CA | Aug 2022 - Current | 1 |
| Sheryl Lynn Conklin Dba Conklin Financial Planning | Roseville, CA | Jun 2017 - Current | 6 |
| Origin Financial | San Francisco, CA | Jun 2021 - Sep 2022 | 1 |
| My Secure Advantage | Roseville, CA | Jan 2020 - Jul 2021 | 1 |
| Clc, Inc. | Roseville, CA | Jan 2017 - Dec 2019 | 2 |
| Sheryl Lynn Conklin Dba Conklin Financial Planning | Florida, NY | Jun 2008 - Jan 2017 | 8 |
| Soldier For Life Transition Assistance Program | West Point, NY | Dec 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- CA
- NY
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA, NY
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