Sheryl MeyerCRD Number: 2997529
Current Firm: Kc Investment Advisors, LLC
Sheryl Meyer (CRD# 2997529) is an Investment Advisor Representative working at Kc Investment Advisors, LLC in Wichita, KS and has over 17 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Kc Investment Advisors, LLC||Wichita, KS||Jan 2015 - Current||2|
|Securities America Inc.||Wichita, KS||Dec 2014 - Current||2|
|Kcoe Wealth||Wichita, KS||Dec 2014 - Current||2|
|Vsr Financial Services, Inc.||Overland Park, KS||Oct 2012 - Nov 2014||2|
|Vsr Advisory Services||Overland Park, KS||Oct 2012 - Nov 2014||2|
|Heritage Private Wealth Management||Wichita, KS||Oct 2012 - Nov 2014||2|
|Warnke Financial Services, Inc.||Wichita, KS||Oct 2012 - Nov 2014||2|
|Ubs Financial Services, Inc.||Wichita, KS||Aug 2011 - Oct 2012||1|
|Wells Fargo Advisors, LLC||Wichita, KS||Nov 2010 - Aug 2011||< 1|
|Homemaker||Garden Plain, KS||Jan 2002 - Nov 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management200MILLIONS
Total Number of Accounts423ACCOUNTS
Average Account Value$472,747
- 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
- Selection of other advisers (including private fund managers)
CO, IA, KS, NE, OK, TX
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