Sherri
Wignall

Transamerica Financial Advisors, Inc

CRD#6004560
Investment Advisor
in Englewood, CO

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About this Advisor

Sherri Wignall is a financial advisor operating in Englewood, Colorado, with a total of 10 years in the industry. Wignall currently works for Transamerica Financial Advisors, Inc. The advisor has gained experience at World Financial Group, Inc, World Group Securities, Inc, Transamerica Financial Advisors, Inc, Instacart and Netlaw. Wignall holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Transamerica Financial Advisors, Inc is a financial advisory firm that has its headquarters in Englewood, Colorado. The investment advisory business has offices in 320 locations and a total of 1,266 employees. It oversees $1 billion in assets across its 54,800 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 54,800 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc likely consist of any blend of asset-based and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

6160 South Syracuse Way Suite 250
Englewood, CO 80111

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

CO Average: $1,855,561,029
Total Number of Employees

1,266

CO Average: 62
Total Number of Accounts

54,800

CO Average: 2,474
Average Account Size

$23,680

CO Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Sherri Wignall Work History

Sherri has 10 years of experience.

2019 - Present (2 years)

Netlaw

2018 - Present (3 years)

Instacart

2012 - Present (9 years)

Transamerica Financial Advisors, Inc

2010 - Present (11 years)

World Financial Group, Inc

2011 - 2012 (1 year)

World Group Securities, Inc

Disclosures

Sherri Wignall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Ashley Congjuico
Corona, CA
Dustin Million
Lexington, KY
Peter Tang
San Gabriel, CA
Richard Christman
Duluth, GA
Donna Barnhill
Lexington, KY
Michael Holm
Saint George, UT
Priyanka Singhal
Sugar Land, TX
William Otsen
Monterey Park, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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