Sheryl Meyer, financial advisor Wichita KS
93 score

Sheryl Meyer

CRD 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.

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Company Name Location Dates Years
Kc Investment Advisors, LLC Wichita, KS Jan 2015 - Current 1
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
Contact Info for Sheryl A. Meyer
Phone Number: 316-682-8344
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $472,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, IA, KS, NE, OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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