Cheryl
Ackerman
Proteus, LLC
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About this Advisor
Cheryl Ackerman is a financial advisor who works out of Indianapolis, Indiana with 5 years of industry experience. Ackerman currently works for Proteus, LLC. Over the course of their career, they have held roles at International School Of Indiana, Rgp and Proteus, LLC. Ackerman holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Indiana. Proteus, LLC is a registered investment firm based out of Indianapolis, IN. It has offices in three locations and a total of 15 financial advisors. It controls $129 million in assets under management between its 18 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides a few services, including portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types billed by Proteus, LLC likely consist of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Proteus, LLC Brokerage Details
$128,774,783
15
18
$7,154,155
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Cheryl Ackerman Work History
Cheryl has been registered as a financial advisor for 5 years.*
Proteus, LLC
Rgp
International School Of Indiana
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cheryl Ackerman 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 Proteus, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Brookline, MA
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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