Sherry Sutton-Zanardo (CRD# 5514218) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 16 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aag Capital, Inc. | Wesley Chapel, FL | Feb 2022 - Current | 2 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - Current | 5 |
| Chickadee Hills Homestead | Spooner, WI | Mar 2015 - Current | 9 |
| Zanardo & Associates, LLC | Wascott, WI | Aug 2009 - Current | 14 |
| Northland Financial Planning Services | Trego, WI | Mar 2008 - Current | 16 |
| Northland Retirement Group | Trego, WI | Dec 2003 - Current | 20 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jan 2010 - Apr 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- WI
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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