Cheryl Seifert (CRD# 2154701) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 31 years of experience in the finance industry. Cheryl Seifert 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# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cavu Wealth Management | Sandpoint, ID | Jan 2019 - Current | 5 |
| Capital Financial Consultants Group | Sandpoint, ID | Jul 2015 - Feb 2020 | 4 |
| Independent Financial Group | Sanpoint, ID | Jun 2015 - Dec 2018 | 3 |
| Unemployed | Sandpoint, ID | Feb 2015 - Jun 2015 | < 1 |
| D.a. Davidson & Company | Sandpoint, ID | Jun 2008 - Feb 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- ID
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Total Assets Under Management114MILLIONS
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Total Number of Accounts909ACCOUNTS
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Average Account Value$125,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, MT, WA
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