Sheryl ConklinCRD 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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