Sheryl Conklin (CRD# 5612411) is an Investment Advisor Representative working at Conklin Financial Planning in Thornton, CO 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# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conklin Financial Planning, LLC | Thornton, CO | Feb 2024 - Current | < 1 |
| Sheryl Lynn Conklin Dba Conklin Financial Planning | Roseville, CA | Jun 2017 - Feb 2024 | 6 |
| Zeiders Enterprises, Inc. | Roseville, CA | Aug 2022 - Aug 2023 | 1 |
| 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
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA, CO
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.