Sherry Sutton-ZanardoCRD Number: 5514218
Current Firm: Global Financial Private Capital, LLC
Sherry Sutton-Zanardo (CRD# 5514218) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Trego, WI and has over 9 years of experience in the finance industry.
State Farm Investment Management Corp.
U.s. Bancorp Investments, Inc.
|Global Financial Private Capital, LLC||Sarasota, FL||Jan 2010 - Current||7|
|Zanardo & Associates, LLC||Wascott, WI||Aug 2009 - Current||7|
|Redhawk Wealth Advisors, Inc.||Minneapolis, MN||Apr 2008 - Current||9|
|Uw Superior||Superior, WI||Sep 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management5,864MILLIONS
Total Number of Accounts66,671ACCOUNTS
Average Account Value$87,959
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV