Sheri
Baker
Expand Financial, LLC
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About this Advisor
Sheri Baker is a financial advisor based in Littleton, Colorado, working with Expand Financial, LLC. Sheri has previously held positions at Summit Benefit Solutions, Inc, Investment Network, Inc, Summit Benefit Insurance, LTD, Expand Financial, LLC F/K/A Boa, LLC, Km&M Pinnacle, LTD, Mbski Holdings, LLC, July Holdings, LLC, Summit Payroll Solutions, Inc, and July Business Services, LLC. Sheri has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Sheri is part of Expand Financial, LLC, which operates out of Littleton, Colorado. The firm has 3 offices and 6 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Expand Financial, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Expand Financial, LLC Brokerage Details
$1,399,749,710
6
1,521
$920,283
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Sheri Baker Work History
July Holdings, LLC
July Business Services, LLC
Summit Payroll Solutions, Inc
Mbski Holdings, LLC
Expand Financial, LLC F/K/A Boa, LLC
Summit Benefit Insurance, LTD
Summit Benefit Solutions, Inc
Investment Network, Inc
Km&M Pinnacle, LTD
Disclosures
Please visit the SEC profile of Sheri Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Expand Financial, LLC
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
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