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Thomas Ronald Czanstkowski

THE SHERRY GROUP, INC.·MOUNTAIN HOME, Arkansas
SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record26 years registeredTHE SHERRY GROUP, INC.
5 E. 6TH STREET, MOUNTAIN HOME, AR 72653CRD# 3130697Firm CRD# 146271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Ronald Czanstkowski · MOUNTAIN HOME, AR
Registration
CRD #3130697 · THE SHERRY GROUP, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

THE SHERRY GROUP, INC.
May 2008 – present
PARAGON ADVISORS LLC
Aug 2000 – Apr 2008
MOUNTAIN HOME, AR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · August 7, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE SHERRY GROUP, INC.
CRD 146271 · SEC 801-68946
AUM
$36M
Regulatory assets under management
Employees
1
369 client accounts
Services offered by THE SHERRY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Thomas Ronald Czanstkowski offer?
Thomas Ronald Czanstkowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNTAIN HOME, Arkansas for a consultation.
What are Thomas Ronald Czanstkowski's credentials?
Thomas Ronald Czanstkowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Ronald Czanstkowski located?
Thomas Ronald Czanstkowski is based in MOUNTAIN HOME, Arkansas, working with THE SHERRY GROUP, INC.. Their office serves clients in the MOUNTAIN HOME metropolitan area and surrounding communities.
How does Thomas Ronald Czanstkowski charge for services?
Thomas Ronald Czanstkowski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE SHERRY GROUP, INC.?
THE SHERRY GROUP, INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE SHERRY GROUP, INC.

Harold Raymond Sherry
MOUNTAIN HOME, AR
ChFC

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