Sheryl Conklin, financial advisor Roseville CA

Sheryl Conklin

CRD Number: 5612411
Current Firm: Conklin Financial Planning

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.

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Professional Designations
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
Contact Info for Sheryl L. Conklin
Phone Number: 845-629-4391
Registered State(s):
  • CA
  • NY
Current Firm Details
Conklin Financial Planning
Firm's CRD Number: 148755
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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