Sheryl
Meyer
Pinion Wealth Management, LLC
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About this Advisor
Sheryl Meyer is a financial advisor based in Wichita, Kansas, working with Pinion Wealth Management, LLC. Sheryl has previously held positions at Vsr Advisory Services, Vsr Financial Services, Inc, Heritage Private Wealth Management, Warnke Financial Services, Inc, Securities America Inc, Pinion Investment Advisors, LLC D/B/A Pinion Wealth Management, and Purshe Kaplan Sterling Investments, Inc. Sheryl has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Sheryl is part of Pinion Wealth Management, LLC, which operates out of Wichita, Kansas. The firm has 4 offices and 8 employees. The firm manages assets totaling $493.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pinion Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Office Location
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Pinion Wealth Management, LLC Brokerage Details
$493,929,508
8
1,211
$407,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sheryl Meyer Work History
Purshe Kaplan Sterling Investments, Inc
Pinion Investment Advisors, LLC D/B/A Pinion Wealth Management
Securities America Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Heritage Private Wealth Management
Warnke Financial Services, Inc
Disclosures
Please visit the SEC profile of Sheryl Meyer 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 Pinion Wealth Management, LLC
Bozeman, MT
Wichita, KS
Fresno, CA
Wichita, KS
Wichita, KS
Wichita, KS
Garden City, KS
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